Succession Planning


Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Peter Merrick is considered one of the leading experts in North America in business succession planning, risk management, estate and trusts, cross border planning, and executive benefits and pensions.

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Jack Beauregard

His strategic planning steps and decision-making techniques have been helping baby boomers successfully address the identity crisis of leaving full-time work, showing them how to transform traditional retirement into The Platinum Years, sm the best 10-20-30 years of their life after leaving their companies by filling their lives with new meaning and purpose

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Brett Danko

Brett Danko has a proven track record of providing high impact, interactive presentations and keynote speeches for a wide variety of audiences, covering a broad range of current financial planning topics.

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Ray Sclafani

Ray Sclafani is founder and CEO of ClientWise, the premier coaching and training company serving the financial services industry. Through ClientWise, Ray has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Wealth Management, UBS, LPL, Ameriprise Financial, Raymond James, MetLife, and NorthWestern Mutual. In addition, he has spoken on […]

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Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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JAM Consulting Inc.

With a seasoned team, extensive expertise, and a suite of powerful programs, Jam can help you and your organization be more impactful and competitive in today’s dynamic marketplaces.

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