Having a Succession Plan for Your Advisor – Episode 11

THE BOGART EFFECT: A Wealthy Wisdom Podcast

Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to discuss the importance of having a succession plan in case your advisor changes.

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IMPORTANT DISCLOSURE INFORMATION

The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com.

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