25TOT-25V: Planning Forward: How to Position Your Continuity, Transition and Succession of Your Financial Plan

At some point, nearly every advisor will deal with buying, merging or transitioning a business. Gain lessons on each practice continuation from MDRT members with extensive experience and insight.

Darrell Wade; D. Kyle Atkins, CLU, CFP; Darren Patrick Ryan, CFP, CLU, and Francis J. Ryan, CLU and David Pritchard, Dip PFS