The generational divide: legacy and opportunity

Sunday May 1, 3:00 pm – 4:30 pm



For many financial advisors, the idea of succession planning is a bit foggy. Regardless of if you’re a younger advisor in the prime of your career with a long runway ahead of you, or if you’re on the back nine looking at the next 10 years or less, it’s a lot to wrap your head around.

Today’s session is not just about succession planning as much as it is about making sure you’re fully engaged with your biggest client relationships and across generations. In Todd’s career, he has had far too many calls from advisors expressing to him that their client has died, and they can’t get the spouse who is holding onto a big cheque to call them back. There are many problems with this statement alone, and the hard reality is that the cheque has almost certainly gone to another advisor already.

Join Todd Fithian for this interactive session where he will share industry leading approaches designed to get you ahead of these potential challenges, and not only secure your seat at the head of the advisory table with these key relationships, but also build a Legacy – one that is worth succession!

CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.50 (T)
  • FP Canada – 1.50 (T)
  • Alberta Insurance Council – 1.50 (T)
  • Insurance Councils of Saskatchewan – 1.50 (T)
  • Insurance Council of Manitoba – 1.50 (T)
  • Chambre de la sécurité financière (Québec) – 1.00 (T)