SuccessionFlex Webinar Registration Form - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

SuccessionFlex Webinar Registration Formameriflex2023-01-31T21:15:33+00:00

Succession Planning as Unique as Your Practice

When: February 22, 2023

1:00 p.m. (EST) / 10:00 a.m. (PST)

Duration: 30 Minutes

Already Registered?

"*" indicates required fields

Panelists

We get it. It’s a ton of work, with little certainty.

Will my chosen successor really work out?
How can I time my exit?
Who actually has time to plan while they’re still growing their practice and keeping it strong and healthy?
What will happen to my staff?

We’ll answer those questions and more as we discuss:

Why most common strategies for selling your practice aren’t the right fit
How to stay involved in your practice while still extracting value from it
Why market and demographic trends mean you need to plan today, not tomorrow

Can’t make it? Register anyway and receive the replay

Sponsored by

When: February 22, 2023

1:00 p.m. (EST) / 10:00 a.m. (PST)

Duration: 30 Minutes

Sponsored by

We get it. It’s a ton of work, with little certainty.

Will my chosen successor really work out?
How can I time my exit?
Who actually has time to plan while they’re still growing their practice and keeping it strong and healthy?
What will happen to my staff?

We’ll answer those questions and more as we discuss:

Why most common strategies for selling your practice aren’t the right fit
How to stay involved in your practice while still extracting value from it
Why market and demographic trends mean you need to plan today, not tomorrow

Panelists

Diane Carlton
Advisor Strategy Consultant
The AmeriFlex Group

Jason Benham
Advisor Strategy Consultant
The AmeriFlex Group

Registration

Already Registered?

"*" indicates required fields

Firm Disclosure

8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8485 W Sunset Rd. Suite 204 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA, SIPC. Additional advisory services offered through The AmeriFlex® Group, a registered investment adviser not affiliated with SPF. Insurance services offered by individual representatives are offered independently of SPF. SPF does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.