Succession Planning

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Speakers

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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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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