Creating a succession plan is an essential step for a financial advisor to ensure the smooth transition of their practice and client relationships in the event of retirement, disability, or other unexpected circumstances.
Limited space is available. Tee time is Friday, April 22 at 2 pm. Remember to book your hotel and air travel accordingly. Sowell will cover the cost to rent resort clubs, if needed.
You should receive a confirmation email shortly. Don’t forget to reserve your room through the unique Sowell hotel reservation page. You can extend your stay at the Sowell Summit reduced room rate.