MQ Open Forum: Continuity Planning
About the Webinar
Planning in advance of a major life event can help to avoid potential obstacles, diminish stress, and create both practical and emotional resilience. For an advisor, having a succession plan in place can provide a clear path for both clients and the colleagues who will continue their work together beyond the advisor’s retirement. However, one could argue that it is even more important to establish a continuity plan, in case an advisor’s death or medical event should occur suddenly and without warning.
In this MQ Open Forum webinar, MQ Partner Fritz Brauner will discuss the details of the plan that he and his wife (a fellow advisor) created in preparation for an unexpected death or disability. Believing it’s important to have every detail prepared in advance, Fritz will be sharing the specific letters he wrote that would be sent to each client if one of these events were to occur. With a plan in place, staff can feel confident in knowing exactly what steps they would need to take during the first 120 days after the event, and clients can feel comfortable that they’re in good hands.
About Our Guest Veteran
Since 1980, Fritz Brauner has enjoyed helping people make smart decisions about their money, focusing on creating investment strategies to assist clients in reaching their financial goals.
Fritz is the President of The Brauner Company, an MQ Partner, and has served on the board of numerous non-profit organizations.
This webinar is open to EVERYONE!
- FREE to MQ Partners
- $25.00 fee for Others