Details
August 13, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Succeeding with Succession for Your Clients & Yourself
presented by Ralph Antolino, Jr., JD, CHFC, CLU
ALUMNI ROOM, Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
Succeeding with Succession for Your Clients & Yourself
presented by
Ralph Antolino, Jr., JD, CHFC, CLU
Financial Consultant/ Tax Attorney Ralph Antolino, Jr. will present an overview/checklist of the key components of a well thought out successioin plan for an independently owned financial advisory business. Ralph orchestrated the succession of his business from his father to himself. He has a documented plan for succession between himself and his two partners. His firm has helped three other firms craft succession plans that mutually benefited clients, owners and future partners. He is joining us today to share with us the key ideas for making these transactions work for you in your business.
The Learning Objective is how to organize, plan and execute the ideal succession plan for an investment advisory business
Tuesday, August 13, 2019, The Fawcett Center, 2400 Olentangy River Road - Alumni Room
