Forum 400 Let’s Chat: What Forum 400 Members have Planned for their own Business Succession and Ways Members have Grown through Acquisition 

This will be an open discussion on how members plan to retire and sell their practice. We will have numerous members share their succession plans and stories of what worked well, along with the lessons learned from their experiences. We will also have members discuss how they acquired books of business to their businesses.

Like the unmeetings, Forum 400 Let’s Chats are an open format discussion held monthly. Let’s Chats are an exclusive opportunity for Forum 400 members to share their thoughts and speak openly on a variety of topics and share information with others. All members receive a calendar invitation directly to participate.

If you are interested in membership of Forum 400, please contact forum400@finseca.org.