The succession planning journey for your CPA financial planning firm| webcast
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The succession planning journey for your CPA financial planning firm| webcast

1 month ago · 1 hour 59 min watch

SECTION + CREDENTIAL

EXCLUSIVE

As the owner of your CPA financial planning firm, you may have restless nights wondering how your clients and your staff will be cared for if and when you decide to retire or work less. In this webcast, you'll hear from CPA financial planners who have taken different paths to establishing a succession plan.

The experts will share their best advice on:

  • Their journey to where they are now and where they are in their succession plans

  • The steps they

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