Presented by Katie McDonough and Julie Quink

8:30am registration and breakfast, 9am program

Sponsored by October Mountain

Secure Your Legacy:

Succession Planning for Professionals

As trusted advisors, you spend your days guiding clients through critical decisions about their businesses and estates. But what about your own plan?

Join us for a lively and informative breakfast session with Katie McDonough and Julie Quink, who will flip the script and focus on your succession strategy. Whether you’re looking ahead to retirement, planning for transitions, or simply want to future-proof your practice, this session will provide valuable insight, practical tips, and the chance to connect with peers.