Webinar: The Succession Planning Wake-Up Call for Business Owners by Principal

About this webinar

Business owners know succession planning is more important than ever but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing need of business succession and transition planning, and how financial professionals can help owners protect their legacy, their families, and their businesses.

You’ll learn:
• Why business continuity risk is rising and why now can be the time to act.
• Common succession planning gaps financial professionals are seeing across business owners.
• How estate planning and business succession planning work together to protect what matters most.
• Actionable questions and strategies to help you lead these critical conversations.

Agenda

Featured presenter(s)

Paul Sargent, CLU®, ChFC®, CLF®

Regional VP – Business Solutions

Principal Financial Group

Patti Bell, CPA*, CLU®

AVP - Advanced Solutions

Principal Financial Group

Webinar Details

Date: Wednesday July 22, 2026

Time: 1:00 - 2:00 PM Eastern Time (US & Canada)

Cost: Free

Language: English(Customized)

Webinar ID: 27e69e57f59d

Dial-in Info:

Dial-in number: +1 (312) 248-9348

Dial-in ID: 196098#

Dial-in passcode: 1481#

Thank you, and we look forward to you joining!

If you are unable to attend, please register anyway and we will send you a recording of the webinar.

For Financial Professional/Institutional Use Only.

Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

Principal®, Principal Financial Group®, Principal Asset Management, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may be used only with the permission of Principal Financial Services, Inc.

CPA, CLU®, ChFC®, & CLF® are an education designations only, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity.