Jerry Foster

Succession Planning for Your Practice: Principles and Best Practices


Turning over the reins of your practice at retirement is a significant rite of passage. Learn from someone who is currently in that process. This informative session focuses on one advisor's experience, including self-preparation, preparing the company, preparing the successor, passing the baton, and moving on in a healthy way to what comes next.

About the Speaker

Jerry  Foster

Jerry Foster

Foster Group

Jerry Foster, CFP®, founded Foster Group in 1989 with a vision to create an organization built around a team concept and dedicated to serving clients first. He has written articles for national publications and speaks to physicians and business leaders, both in the U.S. and internationally, regarding personal and business leadership, as well as financial issues. Jerry is the author of LifeFocus: Achieving a Life of Purpose and Influence. He and his wife, Nancy, speak at FamilyLife Weekend to Remember marriage conferences. Jerry and Nancy have been married for more than 39 years, have four grown children and numerous grandchildren. They live in Des Moines, Iowa.