CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

Wednesday Oct 26, 2022 | 12:00 pm EST

Succession Planning is a crucial yet often overlooked aspect of building a successful and saleable practice. As much as 63% of advisors do not have succession plans for their practice, even though close to 69% indicate that they are nearing retirement. Join our free webinar and hear from industry leaders Philip Ackers and Melanie Russell as they discuss how advisors can plan for retirement and succession effectively.

Phillip Ackers

Founder and President, Lakeshore Performance Limited

Melanie E. Russell

Founder and President - Kalex Valuations Inc.