Facilitator: Aleia MacDonald, AWS 

It is 2030. You have grown your business for two decades. You have customers that you have served for two decades. You are not ready to retire, but you are thinking about lightening your “workload.” You have staff, but the business revolves around you, largely. What are your action steps? What does succession look like? What does transitioning your existing customers to their beneficiaries look like knowing that 70% of beneficiaries leave their advisor? How are you going to prepare for 2030, knowing your plan?