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Edition 19 – Sam Febrarro

Edition 19 – Sam Febrarro

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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Preparing Your Business for Succession in the Digital Age Sam Febbraro, Executive Vice President at Investment Planning Counsel Inc., unpacks how to create a succession game plan by surveying the options available, identifying the key players, and creating a multi-year plan of action to pivot your business towards the best next step.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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