Succession Planning: What You Need to Know

Do you struggle with your exit strategy? At this high-energy session, Jaimie Blackman, president of BH Wealth Management, will help you prepare for what may be the most important financial decision of your career. Blackman, who created “The Sound of Money” e-book and video series, will discuss a simple three-step process to help you get organized and understand key succession-planning issues—and help you find a succession strategy that’s right for you. A must-attend presentation before speaking with your advisors about succession planning.