04/10/2014

Succession & Exit Planning Program (and Many Others!) Slated for FPDA-ISD Summit in 2014

Sept. 14-17 – Marriott Sawgrass, Ponte Vedra Beach, FL

Wealth Point presenters will explore the dos and don’ts of succession and exit planning at the Closing Session on Wednesday, Sept. 17. This program will appeal to anyone looking for either an immediate solution or one five to ten years in the future. Not only will they present, but they will be available for individual appointments prior to the closing session. Click here to read the first of a series of articles we will bring to you courtesy of Wealth Point.

A host of other intriguing topics await members at the FDPA-ISD Summit this September.  Here is just sampling of some of our presentations:

• How to Structure a Winning Sales Organization
• It’s All About Relationships
• Solve the Generational Puzzle
• Get the latest industry data from Cleveland Research
• And more, more, more!

Watch out for more details soon. You can find the meeting schedule by clicking here.