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!