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June 2019

[Webinar] Succession: The One Thing

June 25 @ 1:00 pm - 1:15 pm
Succession Resource Group,
4800 Meadows Road, Suite 470,, Lake Oswego, OR 97035 United States

Practice valuations are at records levels driven by strong market conditions and significant buyer demand. It should be assumed that when an advisor wants to retire, they will get a great value, great payment terms, and have numerous successors to choose from. Yet most advisors get a fraction of what they are worth, and never fully evaluate their potential pool of successors. This 15-minute session will tackle THE ONE THING your broker-dealer and custodian(s) is doing that is inadvertently killing…

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July 2019

2019 Cascade Coaching & Consulting Annual Conference

July 8 - July 10
Unnamed Venue,
Sun River, OR
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August 2019

2019 LPL Focus Conference

August 18 - August 21
Unnamed Venue,
San Diego, CA
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2019 IFG National Conference

August 21 - August 23
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September 2019

Swan Solutions Lunch – New York, NY

September 17 @ 11:00 am - 1:00 pm
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Swan Solutions Lunch – Boston, MA

September 18 @ 11:00 am - 1:00 pm
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November 2019

Wells Fargo – Fall FiNet Forum

November 6 - November 8
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2019 IFG Practice Management Forum

November 17 - November 20
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Swan Solutions Lunch – Atlanta, GA

November 19 @ 11:00 am - 1:00 pm
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Swan Solutions Lunch – DC Area

November 20 @ 11:00 am - 1:00 pm
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