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Event Date Thu Mar 12 EDT (almost 2 years ago)
Region All
Details

Advisors face a challenge in keeping the unprecedented amount of wealth changing hands within their practices, given that most heirs fire their parents’ advisor after inheriting. Carillon Tower Advisers’ Wealth in Transition program, in partnership with Cannon Financial Institute, offers six action steps for advisors looking to preserve a legacy — for their businesses and their clients.

Speakers

2020 Speaker

Linda Eaton, CWS
Executive Vice President, Cannon Financial Institute

Robert Huebscher
CEO and Founder, Advisor Perspectives

Sponsors & Partners

2020 Sponsors

• Carillon Tower Advisers