Past Meetup

Succession Planning Professionals - Connect and Collaborate

Location visible to members


Come enjoy your morning cup of coffee at our next Succession Planning Professionals Event and become a part of a revolutionary Succession Planning Community!

Ken Meyer of Alignment at Work will facilitate an interactive discussion that will focus on "Creating Clarity in Succession Planning".

In this interactive discussion, Ken will demonstrate how by adding Pull Thinking® to Succession Planning you will create so much clarity that confusion, disorder, and infighting are removed from the process.

Please come with questions or thoughts from your own client experiences so we can have a dynamic interactive discussion.

Please refer to the bottom of the event description for additional details about parking etc.

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.

Goal and purpose of event:

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. Spread the word, and let’s make "Succession Planning Professionals Meetup" group the exclusive community in the greater Atlanta area for professionals who are or want to be engaged in one or more aspects of the succession planning process.

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

Event Format:

8:00 - 8:10 ~ Coffee, Connect, Mingle

8:10 - 8:15 ~ Welcome - Review Purpose and Core Values of the Group

8:15 - 8:25 ~ Attendee introductions

8:25 - 8:55 ~ Discussion Topic

8:55 - 9:00 ~ Conclusion- feedback , questions, suggestions

9:00 - 0N ~ Coffee, Connect, Mingle

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.

Additional Parking / Meeting Room Details:

Take GA 400 to the Glenridge Connector (the most northerly exit inside the Perimeter). Glenridge Highlands One is the first building on the Connector, just west of GA 400. The first parking deck provides the most convenient free parking.