Welcome
Event Name Attendees
JOIN OUR SESSION ON MASTERING CONTINUITY AND SUCCESSION PLANNING
February 7th, 2024 | 10:15AM - 11:00AM PST | Valencia I&II Room
Building Sustainable Enterprises
Kestra has partnered with FP Transitions in order to provide you with access to the industry’s most comprehensive consulting in continuity and succession strategies. Leverage FP Transitions' innovative Equity Management Solutions® (EMS™). Advisors who take part in the program will receive an annual comprehensive valuation report, an annual continuity plan with regular updates, and access to FP’s vast resource library.