Five Reasons to Sell Now

Tuesday, November 19, 2019

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.


10 Steps to Prepare your Practice To Sell

Wednesday, November 20, 2019

2:00pm Eastern Standard Time


Legacy planning expert, Todd Doherty, shares best practices for financial advisors who are planning to sell their practice in the next five years or sooner. This step-by-step guide will help ensure your practice is in tip-top shape before selling.