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Pioneering Succession Planning and Championing Financial Aid for EducatorsPioneering Succession Planning and Championing Financial Aid for Educators

Landon Warmund, who is only in his fifth year in the finance industry, is already giving serious thought to succession planning.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

October 18, 2023

Being a futuristic thinker and with his father as one of the firm's owners, Landon Warmund focuses on building a legacy larger than himself.

His firm specializes in assisting educators, but he has a unique niche in aiding those with student loan debt, particularly educators and non-profit employees. Warmund believes everyone deserves good financial planning and emphasizes the importance of supporting educators, who shape the future generations.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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