CHAPTER MEETING

Tuesday, March 12, 2024 

Title:

Becoming Succession Ready: The Journey Before the Destination

Speaker(s):
Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder
Ellevate Advisors LLC

Thank You to Our Meeting Strategic Partner!

 

Program Description: Succession Readiness isn’t just for advisors approaching retirement, it is a state of mind infused with hope for your next season – whatever that may be! Staying connected to your authentic self and redefining your purpose is the SECRET to happiness throughout life. Join Brooklyn Brock, a 3rd generation financial advisor, and exit coach to advisors themselves, in this interactive journey.

Together, we will explore emotional and mental roadblocks that could be holding you back, deep dive into values exercises to refuel your sense of purpose and put action to your passion with a goals brainstorming session. Any advisor at any age and stage of life and business will leave this workshop more in tune with your true self and a reignited vision for your future!

*This is a practice management topic. No CFP CE will be granted.    

Speaker:
Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, Founder
Ellevate Advisors LLC
Brooklyn Brock is the founder of Ellevate Advisors LLC. As a 3rd generation financial advisor, she saw first-hand that advisors rarely do retirement planning for themselves like they do for their clients, which drove her to launch her own RIA to serve advisors and their families. Ellevate Advisors was named the Best Exit Coaching Firm for Advisors in the USA by Wealth and Finance International in both 2022 and 2023. Brooklyn travels across the nation as a speaker, sharing her passion for helping advisors themselves.

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes