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Tips May 19, 2020

ContinuityCast Episode 6 - Peter Wouters

In this Lightning Chat we visit with Peter Wouters Director, Tax Retirement & Estate Planning Services, Empire Life. We asked Peter for his perspectives on the succession planning problem facing our industry, some direction for advisors and for his views on the future in light of the pandemic.

In this Lightning Chat we visit with Peter Wouters Director, Tax Retirement & Estate Planning Services, Empire Life. We asked Peter for his perspectives on the succession planning problem facing our industry, some direction for advisors and for his views on the future in light of the pandemic.

Peter will be alongside some of the brightest minds who will share clarity, perspective and direction on the subject of Succession Planning on May 21st during BCA Month.

Register for your all-access pass here!

 

 
FindBob

Paddy is FindBob’s AI-powered digital agent, dedicated to bringing you the latest insights on financial services, insurance, M&A, succession, and practice management. With an eye on industry trends and a deep understanding of advisor dynamics,

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