1. Catalog
  2. A Planner’s Path to Management and Ownership
Image For Activity Cover
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
Speaker
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® 

Jacob Kuebler is the Managing Partner and a Senior Wealth Advisor at BlueStem Financial Advisors in Savoy, IL. Jacob joined forces with Karen Folk to launch BlueStem in 2011 and has since become the owner of the firm.


Jessica Smith, CFP®, CAP®, CLU®, CPWA®

Jessica Smith is the President of Longview Financial Advisors in Huntsville, AL. Jessica has been deeply involved with NAPFA for years and was recognized by InvestmentNews in 2018 on their 40 Under 40 List.


Eric Hehman, CFP® 

Eric Hehman is the CEO and a Principal with Austin Asset in Austin, TX. Under his leadership, Austin Asset has become one of the leading wealth management firms in Texas. Eric is a co-author of the book Success and Succession and has been deeply involved with NAPFA for years.

Summary
Availability: On-Demand
Expires on Dec 31, 2024
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
Create Account
Recommended
Powered By