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Advocis Presents: 
A Coffee Talk Webinar
Process: Your Key to a Successful Succession 

2021 Series - Episode Twenty: Process: Your Key to a Successful Succession
 

For many advisors, succession/transition planning often makes the mistake of jumping straight into discussions of valuation rather than first focusing on the values and goals which should be motivating them – often leading to deals which do not close and result in a significant amount of wasted time and energy. 

Join us on October 21st at 11:00 am EDT for a Coffee Talk as Advocis welcomes Tony Bosch, CFP, CLU, CH.F.C, CHS, MFA, Executive Vice President, Broker Development at HUB Financial as he introduces a proven and methodical process which can help advisors understand what they truly want and need from their succession/transition plans so that they can achieve results.

Please refer to the chart below for your local timezone:
 

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.