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A Planner’s Path to Management and Ownership
Course Information
Content Level: Foundational
NAPFA Subject Area: L-Strategic Thinking
Course Description
The financial planning profession is growing and changing. With an aging demographic of planners, firms will increasingly need to look to the next generation of planners to help drive their firms forward. In this webinar, a panel of professionals will review how several leading NAPFA firms have planned for their futures by broadening their ownership and management teams with the next generation.

This Genesis webinar is brought to you by LLIS, the exclusive sponsor of NAPFA Genesis.
Learning Objectives
  1. Understand the process several leading firms have taken to introduce new firm owners
  2. Learn how to best position yourself to help lead your firm moving forward
  3. Determine alternatives to become managers and owners of firms
Karla McAvoy, CFP® 

Karla McAvoy is the Chief Compliance Officer, Senior Financial Advisor, and a Principal at HC Financial Advisors in the Bay area of California. Karla has been with the firm for years and gained experience at various firms before finding the right long-term fit with HC Financial Advisors.

Jacob Kuebler, CFP®