Take a break from working IN your business to work ON your business! Join Peachie and XYPN in Denver, Colorado. Hear a real-life story of a financial advisor and a real case study! Join Peachie and a powerhouse of women Bridget Grimes, Brooklyn Brock and Jonah Toleno, as they talk about emergency continuity planning for financial advisors. #XYPNLIVE 2022 Home (xyplanningnetwork.com)
As a financial planner, you ask the proverbial question “what would happen if you were hit by a bus?” It’s hard to think about, but every year, an advisor you know dies unexpectedly without a succession plan or a financial plan for their family. What would happen to your financial planning practice in the event of your death or disability? Who would service your clients? Would your family receive value from the business you’ve built? Industry expert Peachie Thompson leads a panel of financial industry professionals as they talk about a real-life case study. Hear the story of a financial advisor and understand why advisors need a continuity plan, the role of insurance plays in the process as well as the legal considerations you must know. Peachie is joined by Bridget Grimes (president of Wealth Choice and founder of Equita), Brooklyn Brock (founder of Ellevate Advisors), Jonah Toleno (partner at Shustak, Reynolds & Partners).
LEARNING OBJECTIVES Upon completion, participants will be able to 1) assess the importance of a continuity plan for their practice and determine practice needs; 2) understand specific steps to take to develop a continuity plan for their practice; 3) articulate to their clients why they felt this plan was important to their client’s own financial security.
