Name
Panel Discussion - Tales from the field: Planning for succession
Date & Time
Wednesday, October 9, 2024, 9:50 AM - 10:30 AM
Speakers
Johan Malan, Private Wealth Management
Barry O'Mahony, Veritas Wealth Management
Edden Kift, PortfolioMetrix
Johan Malan Barry O'Mahony Edden Kift
Description

• Despite everyone knowing the importance of succession planning, too few firms have one in place.

• Learn how to achieve a successful succession, while avoiding common pitfalls and alleviating risks.