Heading to the event? Catch Eric Leeper, CFA as he shares insights on the evolving Wealth Management M&A landscape. We would love to connect while you are there. Reach out and let's set something up!
May 7 - May 10, 2025
NAPFA Spring
Event
Marcus Hagood
Andrew Gaskill
Join Us at NAPFA Spring 2025!
Connect with leading advisors, discover emerging trends, and gain actionable insights to elevate your practice. This year’s theme, “Desert Insights: Cutting-Edge Planning Strategies that Bring the Heat,” will ignite powerful discussions on health planning, retirement, AI, psychology, client relationships, alternative lifestyles, marketing, taxes, and more.
Registration is now open—reserve your spot today!
Market Turbulence and Its Impact on the Financial Advisory Industry and M&A
Webinar
Brad Bueermann
Eric Leeper, CFA
James Fisher, JD
Moderated by: Scott Leak, CFP®, CEPA®
In this LIVE panel discussion, three of our experts in M&A and business growth take on the task of making sense of the evolving dynamics of today's environment and share how forward-thinking advisory businesses are turning change into momentum.
