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2024 Limitless Succession Workshop

September 9-10 |

Denver, CO |

https://cvent.me/QxQL7o

Join Limitless Advisor and Destiny Capital for a hands-on workshop designed specifically for Financial Advisors who want assistance crafting a future-proof plan for their practice. This 1 ½-day workshop is tailored for firms with multiple generations working together to build a legacy. Participants will discover the art of handing over client relationships, define roles and responsibilities during the transition, navigate the shift in decision-making processes and operations, and ensure the vision for the future is aligned.

Price: $3,000

Type: In Person

Content Focus: Practice Management

Channel: CFPs, Independent BD, RIA

Organizer: Private Organization

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