June 26, 2025 | 1:45 PM - 2:35 PM

A Leader’s Guide to Succession Planning

Leverage key components of leadership to create a succession plan that both helps ensure your legacy and puts clients first.

  • Prepare clients for your exit and your firm’s next generation of leaders
  • Get your team ready to serve clients’ needs into the future
  • Set your business up for ongoing success

 

Sponsored by:  Capital Group | American Funds

  • Practice Management
  • CE Credit

Speakers

Image of Paul Cieslik

Paul Cieslik

Capital Group

Advisor Practice Management Consultant

Image of Wassan Kasey

Wassan Kasey

Capital Group

Advisor Practice Management Consultant