GROWTH. TRANSFER. LEGACY.
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ONLINE REGISTRATION IS CLOSED. YOU MAY REGISTER AT THE DOOR.
This XPX Boston breakfast will be Roundtable discussions among advisors highlighting collaboration, enhanced value and client leverage. Each advisor will share and hear other advisor’s perspectives on the whole business transition/transaction process, and be able to present their own. The goal is to help educate all of us and open our thinking on collaboration and the benefits it brings to us individually and to our clients.
These Roundtables will be facilitated by:
Tom LeBlanc, ROCG
Kerri Salls, This Way Out Group LLC
7:15 - 7:45 AM Full Breakfast & Networking
7:45 - 9:00 AM Program
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