Five Reasons to Sell Now

Tuesday, September 25, 2018

1:00pm Eastern Standard Time


The content of this webinar is geared towards advisors who may be 1-10 years from retirement. This webinar investigates the reasons why many advisors wait too long to retire or sell their practice. We also cover why the current conditions make now a great time to consider selling, and strategies to consider when planning to sell.


What risks are lurking in your practice?

Wednesday, September 26, 2018

1:00pm Eastern Standard Time


Cathy Sweet, Risk Assessment Expert, helps advisors understand the types of risks they are exposed to as financial advisors, business owners, and franchisees. This presentation covers common triggering events that expose practices to risk and what advisors can do to protect themselves.