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View in browser RESOURCE CENTER Tools that expand your thinking. And advance careers. Web Seminar Building your legacy: Succession planning and M&A insights → eBook Discover the power of collateralised reinsurance → White Paper Build an impactful brand: Grow your practice with charitable planning → WEB SEMINAR Building your legacy: Succession planning and M&A insights Wednesday, September 25, 2024 at 2:00 pm ET / 11:00 am PT In this webinar we'll discuss best practices for building a succession plan and how to approach buying or selling a firm.Reserve your spot for informative webinar offering CFP CE credit. REGISTER NOW SPONSOR CONTENT FROM AVANTAX *CFP CE credit is being offered for this webinar. ebook Discover the power of collateralised reinsurance Download our latest eBook packed with insights to help you navigate this innovative financial mechanism. DOWNLOAD NOW SPONSOR CONTENT FROM APEX White paper Build an impactful brand: Grow your practice with charitable planning Marketing tips for advisors to attract prospects and broaden client relationships with charitable planning. DOWNLOAD NOW SPONSOR CONTENT FROM FIDELITY CHARITABLE Financial Planning You’re receiving this email because you signed up for Knowledge Base emails from Financial Planning. If you no longer wish to receive these emails, you can opt out here. To update the emails you want to receive or to unsubscribe, please visit our Email Preference Center. Arizent One State Street Plaza, 27th Floor New York, NY 10004 About | Subscriptions | Contact | Privacy Policy Have questions or concerns? Contact Support Follow us in real time: