3 Pillars of Succession Planning Webinar
Did you know it can take up to 5 years to plan and implement
a successful ownership transition plan? Are you planning accordingly?
January 22, 2020
at 8:00am PST
Kick off your year by diving into the 3 pillars of successful business succession planning. Join Prince Financial Services and Resourceful for a 90-minute webinar about:
• Building a legacy – design a vision for the next steps of your life and your business
• Building a plan – How to prepare your business and Identify a successor
• Implementing the plan – what are the steps involved in finalizing the plan and completing the transition
Julie Prince, Founder and Wealth Management Advisor
Prince Financial Services
Julie began her financial services career in commercial banking and after 5 years founded her insurance and investment practice with Northwestern Mutual in 1989. She is founder and owner of Prince Financial Services, specializing in financial planning and wealth management for business owners and executives to preserve, grow & transfer their wealth for generations to come.
Julie is a highly sought-after expert in the financial services industry, educating her peers regionally and nationally at conferences and seminars. She is passionate about providing financial guidance to those experiencing life-changing events.
Phoebe Ingraham, Consultant
Phoebe is an HR operations and business management expert with a strong track record in starting and reinventing people-focused business solutions resulting in high-quality performance. She is a dynamic team leader with specific expertise in recognizing and developing HR and business solutions grounded in efficiency and teamwork. Phoebe’s innovative solution-focused thinking get’s the job done.
Resourceful is the HR partner dedicated to helping you move your mission forward. We work with clients who care about making an impact, serving their communities in the Pacific Northwest and beyond. Through our monthly support model, we address your people priorities and adjust as priorities change. We work as a team, proactively making a wealth of knowledge on a wide range of topics, industries, and business challenges available to every Resourceful client. Learn more at www.resourcefulhr.com
Prince Financial Services specializes in helping families and closely-held businesses create and implement financial plans, partnering with our clients to enjoy financial freedom for generations to come. With foresight and flexibility, we protect our clients against the every-changing financial landscape, building and growing their legacy. To learn more about our firm and the resources we provide, please visit our website at http://princefinancialservices.nm.com/
Julie Prince uses Prince Financial Services as a marketing name for doing business as representatives of Northwestern Mutual. Prince Financial Services is not a registered investment adviser, broker-dealer, Insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with ong-term care benefits) and its subsidiaries. Julie Prince is an Insurance Agent of NM and Northwestern Long-Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank.