Webcast: Wednesday, May 18th @ 4:00 PM EST
To register, visit: https://www1.gotomeeting.com/register/435014968
As an independent advisor, you have built real value in your financial services practice, even as a small business, and that gives you options — some very exciting options. If you’re thinking about selling or merging your practice in the next five years, there are some important facts you need to know, and steps you need to take to maximize the value you have worked so hard to build.
Learn the latest trends and statistics for understanding the value of your practice and how to best manage the value for your future. Participants will receive a copy of our study “Recalculating the Retirement Process.”