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Understanding the FTC’s New Ruling: Implications for Wealth Management Advisors

Understanding the FTC’s New Ruling: Implications for Wealth Management Advisors

Webinar

James Fisher, JD - VP of Mergers and Acquisitions at FP Transitions

Matthew A. Swendiman, JD, CFA - Chief Executive Officer at Key Bridge Compliance

Geoff Schiveley, JD - VP of Legal at FP Transitions

Stuart Smith, JD - Senior Consultant at FP Transitions

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The Building Blocks for Sustainability - Roundtable

The Building Blocks for Sustainability - Roundtable

Webinar

Scott Leak, CFP®, CEPA® - Director of Business Development & Senior Consultant

Eric Godes - SVP, Senior Consultant

Siena Halpin - Senior Analyst

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M&A: The Framework for a Successful Transition & Inte

M&A: The Framework for a Successful Transition & Inte

Webinar

Scott Leak, CFP® - Director of Business Development & Senior Consultant
James Fisher, JD - Partner, VP of Mergers & Acquisitions
Eric Leeper, CFA - Partner, CFO
Liv Olson, ACC - Founder of Liv Olson Consulting & Executive Coach
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Advisory Growth & Business Insights

Advisory Growth & Business Insights

Webinar

Scott Leak, CFP®

Kem Taylor, CBEC®

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Exploring Continuity vs. Succession

Exploring Continuity vs. Succession

Webinar

Kevin Goserud, CFA

Mallory Boutin, MBA

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A Valuation for Every Scenario

A Valuation for Every Scenario

Webinar

Aaron Wells, CVA

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