Protecting the Value of Your Business

With the model rules passed for state-registered RIAs, similar rules proposed by the SEC, and FINRA Rule 2040 – EVERY advisor should have a contingency plan in place, yet less than 10% actually do. Join this fast-paced session to learn the 5 most important things you should be doing to protect the value of your business and clients in case of your untimely death, disability, or loss of license.

Whether you have a plan already, or know you should, you do not want to miss our expert recommendations for building a plan that will work.