June 26, 2025 | 1:45 PM - 2:35 PM
A Leader’s Guide to Succession Planning
Leverage key components of leadership to create a succession plan that both helps ensure your legacy and puts clients first.
- Prepare clients for your exit and your firm’s next generation of leaders
 - Get your team ready to serve clients’ needs into the future
 - Set your business up for ongoing success
 
Sponsored by: Capital Group | American Funds
- Practice Management
 - CE Credit
 
Speakers

Paul Cieslik
Capital Group
Advisor Practice Management Consultant

Wassan Kasey
Capital Group
Advisor Practice Management Consultant