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All Events

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

February 4 - February 7, 2024

Kestra Ascend 2024

Event

Scott Leak, CFP®, CEPA®

David Ambrico

Acquire valuable perspectives from exceptional speakers and industry experts delivering practical and educational content. Enhance connections with peer financial professionals within the Kestra Holdings ecosystem and interact with Kestra leadership to foster relationships and exchange ideas.

October 24 - October 26, 2023

IMPACT®2023

Event

Scott Leak, CFP®

Seth Davis

David Ambrico

Greg Drozdow

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