Presented by Anthony Whitbeck and Todd Doherty of Advisor Legacy, and Adam Farag from Oak Street Funding
Webinar Information:
Description:Recent studies show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability. As one of your largest assets, its important to protect your practice. In this webinar we discuss the reasons for having a continuity plan and key elements of quality continuity plan. A Q&A session will follow.
Registration is required to join this event. If you have not registered, please do so now.
Date and time: Thursday, Sept. 15th at 1:00 pm EST
Any reference obtained from this webinar to a specific product, process, or service does not constitute or imply an endorsement by Oak Street Funding® of the product, process, or service, or its producer or provider. The views and opinions expressed in this webinar or any referenced document do not necessarily state or reflect those of Oak Street Funding. Neither Oak Street Funding, nor any of their employees, assumes any legal liability for the accuracy, completeness, or usefulness of any information from this webinar or the presentation materials.Loans and lines of credit subject to approval. Potential borrowers are responsible for their own diligence on acquisitions. CA residents: Loans made pursuant to a California Department of Financial Protection and Innovation, Finance Lenders License (#6039829).
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