Succession Planning for Executives

T﻿he Palm Coast-Flagler Regional Chamber is built for businesses, by businesses. Our goal is to advocate, educate and connect businesses to help create a more prosperous future for our residents, employees and businesses.

Palm Coast-Flagler Regional Chamber of Commerce

Succession Planning: An Executive Overview

Palm Coast Community Center

We&#x27;re bringing trusted wealth management experts to you over lunch for a succinct and helpful overview of what you need to know now when planning for the future of your organization:<ul><li>Bench strength, culture, and legacy</li><li>Income preservation</li><li>Asset protection</li><li>Taxation</li></ul>About our speakers:David L. Fowler, is from Millersport Ohio and moved to Florida in 2000. He and his wife Brandi have called Palm Coast, Florida, their home since 2004. He is a Financial Advisor with LPL Financial and currently holds the Series 66 and Series 7 securities registrations (held with LPL Financial), as well as a Florida Resident 215 License in Life, Health &amp; Variable Annuities. David recently received the Registered Financial Consultant (RFC) Designation in July of 2020 and his CPFA Designation in March 2022.David believes strongly in serving the community in which he belongs. He was the 2014 Chairman of the Board for the Flagler County Chamber of Commerce and Affiliates and served on the board of directors for six years. He is a past member of the Flagler County Young Professionals and the first “Flagler County Young Professional of the Year” for the organization. David also had the honor of being named Flagler/ Volusia Business Report Top 40 Professionals Under 40 for 2013 and 2017. He currently serves on the board for the Flagler County Home Builder&#x27;s Association and is on the board of directors member for Advent Health Palm Coast. What David enjoys most traveling or spending a relaxing day at the beach with Brandi and their two girls Sienna and Chloe.Eddie Herrera was born in Colombia, South America and moved to Palm Coast, Florida in 1977 and has been a Flagler County resident ever since. Eddie has a B.S.B.A Degree in Business specializing in Finance and Marketing from the University of Central Florida. He has been a business owner/operator in Flagler County since 1991. Eddie holds a Series 6, 7 and 66 Securities Registrations (held with LPL Financial) as well as a Florida Resident 215 License in Life, Health and Variable Annuities. Eddie completed his Behavioral Financial Advisor program and earned his BFA designation in 2019, the Registered Financial Consultant (RFC) Designation in 2020 along with his Certified Plan Fiduciary Advisor (CPFA) in March 2022.Eddie completed the Dave Ramsey&#x27;s Financial Coaching training back in 2010. Eddie is the past President of both the Flagler County Association of Realtors and the Sunrise Rotary Club. He was a former Flagler County School Board Member from 1998 to 2006 and was the first Hispanic to hold public office in Flagler County. Additionally, Eddie speaks Spanish fluently. In his spare time, Eddie enjoys spending active time outdoors, volunteering in his community in various service capacities, playing drums at his church, riding his Harley Davidson, teaching Spinning classes and Scuba Diving in the Caribbean any chance he gets with his wife Delilah. (Dave Ramsey is not an affiliate of Alliance Financial Partners or LPL.)

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Succession Planning for Executives

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Succession Planning for Executives

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