Join FP Transitions for an exclusive webinar.
July 26th at 1:00PM EST
Establishing a practical plan to protect against sudden death or disability is one of the most important and challenging aspects of being an independent financial services practice owner. Tune in to learn how to create an effective and actionable Continuity Plan.
To register, visit: https://www1.gotomeeting.com/register/307205488
Learn how value is impacted by death/disability events, and how a formal valuation can be used to guide your Continuity Plan into the future.
FP Transitions helps hundreds of advisors every year create and implement continuity plans. Come join us as we discuss practical strategies used by advisors of all sizes throughout the United States.