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Succession Planning Professionals Monthly Meetup

  • May 12, 2014 · 8:00 AM
  • This location is shown only to members

Join us at the next Succession Planning Professionals Monthly Meetup event and become a part of a revolutionary Professional Succession Planning Community! 

This event is for you if you are:

An advisor who works in or supports the business succession planning process or one of the areas listed in the Succession Matrix. (ie: Attorney, Financial Service Provider, Executive Coach, CPA, Banker, Family Business Consultant, Wealth Manager, etc.)

Looking for ways to connect with your community.

Looking for quality interactions and discussion, not business card shuffling.

To meet the needs of our members and generate involvement, discussion topics will be chosen based on group input. So, please come with questions, topics etc, as we will use your feedback in identifying the focus on each group.

Succession planning involves a diverse group of skill sets requiring a team effort amongst a group of advisors. Connecting with like-minded advisors in your area will enhance your knowledge, capabilities, and positioning in achieving your client's goals.

The goal of this group is to promote an environment for sharing ideas, leveraging resources and providing access to cutting edge professional development and marketing opportunities.

Event Format:

8:00 - 8:10 ~ Connect, mingle, wait on “late comers” to arrive

8:10 - 8:15 ~ Welcome, Review Group's purpose

8:15 - 8:50 ~ Host introduction, Attendee Introduction and Discussion Topic

8:50 - 9:00 ~ Conclusion - feedback, questions, suggestions

Please contact Danielle Franks at if you have any questions or concerns.

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Our Sponsors

  • ISPA

    Providing tools and resources to the succession planning community.

  • The Rawls Group

    Nationally recognized business succession planning firm.

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