| |  | Wednesday, November 13, 2024 at
02:00 pm ET / 11:00 am PT |
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 | 60 Minutes |
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Have your cake and eat it, too. Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder, "what's the catch?"
Cerulli research shows that over the next decade close to 40% of advisors plan to retire. Many advisors delay formalizing exit arrangements until their options begin to dwindle, struggling with where to start given the multitude of paths and options available in the marketplace.
Join us for an insightful dialogue featuring industry leaders and advisors who will highlight how they planned far ahead of their retirement, secured a competitive monetization, maintained independence for their practice, and successfully transitioned to the next-generation advisor - all while continuing to objectively serve their clients free from the confines of their buyer's objectives.
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|  | Jeremy Holly | Executive Vice President, LPL Capital Partners
LPL Financial
(Speaker) |
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 | Jared Fingeret | Senior Vice President, LPL Liquidity & Capital LPL Financial
(Speaker) |
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 | Marcia Anton | Founder Anton Financial
(Speaker) |
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 | Adam Neary | Principal Wealth One Advisory
(Speaker) |
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 | Brian Wallheimer
| Editor-in-Chief Financial Planning
(Moderator) |
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| CFP CE credit is being offered for this webinar.* | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. | Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on your respective accounts within a month from the webinar. |
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