March 11, 2014
The Case for Succession Planning
Guest Speaker: Sameer S. Somal, CFP
8:00 AM – 9:30AM
The Centre Club
123 S. Westshore Blvd.
Cost: Members $0, Nonmembers $20
Learn more about:
* Engage Financial advisors and convey the risks associated with not having a succession plan.
* Raise awareness among the advisory community that not having an exit strategy is a ubiquitous, national phenomenon for both advisors and their clients.
* Provide our listening audience with insight and clarity and, ultimately, a more expansive decision-making framework when addressing this quandary.
Sameer Somal is the Chief Financial Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at the Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co.
Sameer is a CFA Charterholder, a CFP professional, and a Chartered Alternative Investment Analyst SM. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is the chair of the 2013 FPA Diversity Scholarship Committee, and sits on the 2013 FPA Experience Conference Task Force and the F:PA National Diversity Committee.