The Gathering 2018
November 22, 2016
Important Considerations in the Sale of Your Client’s Business; Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director
June 5, 2017
When:
February 15, 2017 @ 10:00 am – 11:30 am
2017-02-15T10:00:00+00:00
2017-02-15T11:30:00+00:00
Where:
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
USA

This important 90-minute program covers some of the most important challenges facing financial advisors in today’s ever changing environment–the impact of technology and the importance of succession planning.

Professionals in all disciplines and at all levels of expertise will benefit from this Webinar, covering:

  • Leveraging technology–seeing it as a partner, not an obstacle
    • Review of CRM and financial planning software
    • Social media and thought leadership
  • Thriving in a multigenerational workplace
    • Finding the next generation of advisors
    • The robo-advisor phenomenon
    • Creation of a successful succession plan

Click here for more information on this exciting new program: http://www.financialpro.org/public/VTC_021517.cfm

This timely and informative program is available to all members of the Society of FSP through your local Chapter. Contact your Chapter to find out if the program will be presented live on the day of the national broadcast, shown at a later date using the archived program, or made available via a link to the archived program after the live date.

Note: You cannot view the live Webinar from your computer–the live program is broadcast over the Internet at Chapter locations only.

 

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