Advancing Knowledge in Financial Planning
Master List Of Financial Advisor Conferences For 2023
The Exit Planning Summit
The Exit Planning Summit is for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top Certified Exit Planning Advisors in the profession today.
Price: $1,495
Type: In Person
Content Focus: Investment, M&A
Channel: CFPs, Independent BD, RIA
Organizer: Private Organization
Speaker:
Michael Kitces
Topic:
* At The Capacity Crossroads: 3 Visions For Scaling The Advisory Firm You Want
Speaker:
Meghaan Lurtz
Topic:
*Client Conversations
