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Succession Planning - Steps to Success
Effective succession planning is key for businesses both large and small. It is a critical but
often overlooked process, and something you need for your business to continue running
smoothly. In this seminar, we will discuss the importance of succession planning and give
you the tools you need to implement a new or improve an existing plan.

Oct 27, 2020 11:00 AM in Central Time (US and Canada)

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Joan Woldt
EVP - Regional President @Bank First
Joan joined Bank First in July of 2010 and has over 26 years of banking experience. She is currently responsible for overseeing the bank’s Fox Valley and Green Bay markets. Joan has assisted many current as well as future business owners effectively plan for their future. In this webinar, she will give real-world examples of this critical but overlooked process and provide the tools needed for businesses to continue running smoothly even after transition.
Jeanne Fisher, CFP, CPFA, MBA
Managing Director @Strategic Retirement Partners
Jeanne is CFP® and a CPFA with Strategic Retirement Partners. Over the past decade she has built a successful practice serving as an investment advisor and financial consultant for families and businesses. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. As an Ambassador to the CFP® Board, she has served as a resource for numerous national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, Lending Tree, Her Money and 401k Specialist Magazine. She brings an energy and simplicity to complicated topics and provides continuing education certification courses for professionals across the nation. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age.