Succession planning from a Sole Practitioner into a Family Partnership

In this IIL financial services lecture Filip Slipaczek described his career as a sole practitioner financial adviser and comment on the issues facing those who want to pass on the running of their business to the next generation.

Filip discussed the routes he has taken to differentiate himself from his peers; how to grow a business; how to avoid being the poor relation of other chartered professions; the traditional problems advisers face in succession planning and latest developments in that area and Filip's solution to succession planning.

By the end of this lecture members would have gained an insight into:

• Establishing a financial planning practice
• Growing the business
• Exit strategies including handing on the business to the next generation

Speaker Bio:
In addition to being a Chartered Financial Planner, Filip is also a Chartered Insurance Practitioner and Chartered Banker and the senior partner in his own financial planning business.

Chair:
Robert F Parker, Chair, London Region, Personal Finance Society.

CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
For events held in The Old Library, Lloyd's pass holders may also attend and do not need to register
Original Photo ID (Driving Licence, Passport, Work ID with company logo and full name) is required to gain entry to all venues

Conditions:

• Email confirmations and original photo ID must be produced to security staff at the lecture venue
• Attendance confirmations are non-transferable to any other person or lecture
• All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission

Please let us know what we can do to make our events fully accessible to you.

Contact:
Please contact Patricia Pedraza (07463 028327) with any queries regarding the CPD events programme.

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