Date: March 7, 2023
Time: 6:30pm
Succession and Exit Planning for Professional Associations
*We wanted to apologize for the late notice, our original speaker cancelled on us at the last minute and we have been working diligently to find a replacement. Fortunately we were able to find one, however, we wanted to let everyone know that this lecture did not qualify for any CE credits under CFDDA’s guidelines. We will still have food and drinks as normal and believe this will still be a valuable lecture for our members. Hope everyone is doing well and we look forward to seeing you next Tuesday!
Reid Hartsfield
Vice President
Wealth Strategist
Private Client Group
We will discuss:
– Importance of basic estate planning
– Difference between exit planning and succession planning
– What makes up a good succession plan
– What makes up a good exit plan
– Action plan going forward
About Reid Hartsfield:
As a Wealth Strategist, Reid, collaborates with Relationship Managers to serve TD Wealth clients in Florida, the Carolinas and Washington D.C. He addresses comprehensive financial planning services including cash flow/retirement planning, asset allocation, education funding, planning for major purchases, life insurance, and estate planning. Reid works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, Reid leverages the resources of TD Wealth and TD Bank to assist in implementing any agreed upon solutions to help clients reach their goals.
For 15 years, Reid was a Wealth Strategist for BB&T, providing clients with comprehensive financial plans. Although his focus was North Florida, he has also done financial planning in Georgia, South Carolina, Alabama, Tennessee, Kentucky and Texas. Prior to working in the financial world, Reid served for 10 years in the U.S. Navy on submarines in Virginia and Hawaii. At sea his responsibilities were chemistry and radiological controls for the nuclear plant. On shore he worked as a Radiological Control Supervisor for the Pearl Harbor shipyard.
Reid received a Bachelor of Science from Excelsior College and a Master’s in Business Administration from the University of North Florida. Reid has been a CERTIFIED FINANCIAL PLANNERTM professional since 2002. He is on the Planned Giving Board for the University of North Florida, and the Professional Advisory Council for the North Florida Community Foundation. Reid is a past president and current member of the North Florida Financial Planning Association and is currently on the board of the Estate Planning Council of North East Florida.
