WEBINAR: Emergency Continuity Planning: Protecting Your Business and Your Clients

July 27, 2023

The September webinar focused on protecting businesses from the “what if” scenarios and the steps prepared advisors should take to build client confidence and trust.

Featuring Equita Financial Network Co-founders:

Katie Burke, CFP®, Founder Method Financial Planning
Bridget Venus Grimes, CFP®, Founder WealthChoice LLC

While the emphasis in the industry has been on advisor succession, Katie Burke and Bridget Grimes share their journey of protecting their businesses from the “what if” scenarios in this Emergency Continuity Planning presentation. They emphasize an understanding that it is their fiduciary responsibility to ensure that clients and their families are protected should the unexpected happen to one of them. A big consideration in a continuity plan is finding the right partners, and being part of a community of like-minded advisors makes this contingency much easier to implement. Burke and Grimes explore questions on monetization, valuation, transition, and communication as part of continuity planning. With a plan in place, advisors can feel secure knowing their families and clients are protected from unthinkable scenarios.

In this Inspiring Insights Webinar attendees will learn:

Why it is important to think now about your continuity planning
Steps to take to support key company activities during crisis and beyond
How having a plan in place can build client confidence and trust

Speakers Bios:

Katie Burke, CFP®, launched Method Financial Planning, a fee-only financial planning firm, in 2015 to focus on the planning needs of young families and busy professionals, and to offer clients simpler, more effective solutions to achieve their financial objectives. As a wife, mother to two young boys, and a business owner, Burke wants other women to feel empowered to build successful businesses. Burke is considered thought leaders and sought-after speakers and most recently spoke at the Financial Planning Association (FPA) Annual Conference on the topic of emergency continuity planning.

In 2016, Bridget Grimes, CFP® founded WealthChoice, a fee-only financial planning firm focused on helping women executives and their families live life on their terms. Launching WealthChoice was the culmination of years of working with career women and helping them overcome challenges to financial security. In 2018 Grimes and Burke co-founded the Equita Financial Network, a powerful community for women-led financial planning firms, offering a proven platform that includes all the necessary resources to run a comprehensive financial planning firm including professional, outsourced investment management services. Grimes is considered thought leaders and sought-after speakers and most recently spoke at the Financial Planning Association (FPA) Annual Conference on the topic of emergency continuity planning.

Watch the replay here.

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