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Conversation Circle - Succession & Continuity Planning
Conversation Circle Information

This conversation with FP Transitions will touch on the role of continuity agreements for solo-practitioners, types of continuity agreements, and the levels of protection associated with each option. The conversation will also include an overview of FP Transition’s NAPFA-specific Equity Management Solutions offering and a discussion of who may (or may not) benefit from that program.

Moderators: Mallory Boutin and JJ Williams
Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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