Millennial takeover by 2025?

Millennial takeover by 2025?

Did you know?

The workplace is a diverse mix of all generations right now. Some of the differences cause great chemistry; others cause conflict and disagreement. Now consider transitioning business owners and their potential successors.

  • Do Baby Boomers and Millennials share the same value systems?
  • And how many privately-held businesses are currently owned by Boomers?
  • Does conflict between Boomer and Millennial mindsets hinder effective succession planning?
  • What is Gen-X’s status and role in next-gen conflict?
  • What does this mean to your client book? Have you done what you must to ensure you will retain the business post-Boomer transition?
  • Did you know that in every EPI State of Owner Readiness Report, more than 50% of owners chose “family transition” as the #1 exit option?

You might say, “Interesting, but what does that have to do with me?”

Judi Cunningham, a family business expert and member of CEPA faculty, often shares these staggering statistics with the CEPA students, that correlate forced generational transition to the vulnerability of your client relationships:

  1. 70% of widows leave their husband’s financial advisor within one year of their husband’s death.
  2. 95% of next-generation inheritors change advisors after the death of both parents

These are serious questions facing the professional advisory world today. Next generation conflict is too big of a tidal wave to be ignored. Too often it affects professionals like you when you have had little opportunity to recognize, intercept, and resolve festering issues. The good news is that you can use these stats to motivate yourself and your firm to move with the times and adapt.

Meet Tom Deans, Ph.D.

And to help further your problem-solving exploration of this complex, daily issue, The 2018 Exit Planning Summit is pleased to introduce the opening keynote speaker and internationally-recognized intergenerational wealth expert: Dr. Tom Deans, founder of Willing Wisdom Index and author of Every Family’s Business:12 Common Sense Questions to Protect Your Wealth.

Attendees will receive a copy of his best-selling book, Every Family’s Business and access to his new tool, the Willing Wisdom Index!

Meet Dan Negroni.

By the second day of the Summit and after immersing yourself in the “Exit is Now” eBook woven throughout every session, you will be on the edge of your seat for our highly anticipated closing keynote speaker and sought-after generational expert: Dan Negroni, founder of LaunchBox and author of Chasing Relevance: 6 Steps to Understand, Engage, and Maximize Next Generation Leaders in the Workplace.

Attendees will receive a copy of his best-selling book, Chasing Relevance!

Sharpen your generational conflict skills. Register today.

Today marks 118 days until the biggest exit planning educational event of the year: The 2018 Exit Planning Summit in Nashville, TN on September 24-25. Registration is now open. Reserve your spot while earlybird discounts are available [register now].

Counting down…118 Days Left

Earlybird Registration: $1000 | EPI Member Earlybird Rate: $950 -Discount expires June 30-


Join us in Nashville. Event Details

Don’t miss this annual event with the best speakers, best network, best content in the industry.

Make plans to join the 2018 Exit Planning Summit in Nashville, Tennessee this September 24-25.

Register Now 

Increased Continuing Education Credits! This year’s agenda has been approved for a minimum of 16 CPE hours and 11 CFP® Credits, which gives you the ability to explore exit planning while banking essential CE for your existing credential recertification needs [view full agenda]

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