Protecting Your Legacy

By Katie Burke / July 7, 2026 / Webinar

Why Sustainability Planning is Especially Critical for Women-Led Firms

Co-founders Bridget Venus Grimes, CFP® and Katie Burke, CFP® are joined by experts Brooklyn Brock, CFP®, CEPA, ChFC®, CKA®, Tiffany Lee, and Stuart Smith, JD to explore why traditional succession models often fail women advisors, the emotional and operational barriers that stand in the way, and actionable steps to protect your clients, your team, and your legacy.

You’ll hear real-life insights on:

Why starting early is essential to maintaining control and continuity.
The human and emotional sides of transitioning client relationships.
How firm values and culture uniquely shape succession decisions in women-owned firms.
Key mistakes to avoid — and the first steps to building a clear, documented plan.
How Equita’s new Succession Advantage Program, in partnership with Ellevate Advisors and FP Transitions, supports advisors in designing personalized, values-driven sustainability plans.

Whether you’re years from retirement or simply aiming to future-proof your business, this replay offers guidance and practical tools to help women advisors plan ahead with intention and confidence.

watch the replay

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Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

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