Events - Webinars
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
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
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
James Fisher, JD - Partner, VP of Mergers & Acquisitions
Eric Leeper, CFA - Partner, CFO
Liv Olson, ACC - Founder of Liv Olson Consulting & Executive Coach