Sometimes, the best place to start is learning from those who have traveled before you.



The Succession Planning Roundtable is dedicated to providing a forum for Financial Service Professionals and other interested parties to share their knowledge and experience with others who are navigating the challenges associated with Succession and Exit.

We invite you to our site where you can listen to audio clips of local experts presenting on a range of succession and exit topics.

Please join us for a meeting!  All meetings are free and open to the public.