Broker Check


March 28, 2019

4:00p - 5:30p

Nick’s Chophouse | Rockville, MD


With nearly half of all financial advisors retiring or exiting the business in the next 10 years, succession planning has become crucial for advisors as retirement planning is for clients. Whether you're a buyer or a seller, understanding the demographics, valuation strategies, and various deal structures will help you make more informed decisions.

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