Join three RIA industry icons as they discuss the critical topic of succession planning. As advisors and former leaders of enterprise-level RIA firms, Tim Kochis, Peggy Ruhlin, and Jane Williams  will be sharing real life stories, helping to bring this critical topic to life.

In this interactive webinar, our thought leaders will discuss the key differences between ownership and management, the technical elements needed to fully execute a plan, the various funding options, and applicable timelines.

To request the password for the replay, please email: sara.prouse@devoe-co.com

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