Broker Check
17 Sept
JFG Showcase & Sellers Workshop

Description

Attention Denver Financial Professionals:

Ready to retire?

Are you actively thinking about transitioning your practice?
Are you seeking information on what you should be preparing for?

You have options!



.  

Speakers & Topics:


  


  


  Craig Johlfs, CFP - President, Johlfs Financial Group

  • Experienced Buyer with Support Staff
  • Succession planning options with JFG


  David Elliott, CRPC®, AAMS® - Market Director, Waddell and Reed

  • W&R Career Opportunities

 John Turner, Managing Director, Live Oak Bank

  • How to Value your Book
  • Sellers Financing Options
  • Average Deals and Deal Structures

 David Grau Jr. MBA®, CEO & President, Succession Resource Group

  • Leading Author & Speaker in M&A
  • Advisor Succession Specialist

 

This event is complimentary, hosted by Waddell and Reed, Inc  

 
FOR INVESTMENT PROFESSIONALS ONLY. ▪  THIS EVENT IS FOR RECRUITING AND INFORMATIONAL PURPOSES AND IS NOT OPEN TO THE GENERAL PUBLIC.

Craig Johlfs and Dave Elliott offer securities and investment products and services through Waddell & Reed, Inc. (WRI), Member FINRA/SIPC. WRI is not affiliated with Johlfs Financial Group (JFG), John Turner, Live Oak Bank, David Grau, Jr. or Succession Resource Group.

WRI does not control any third party presenting information and sponsorship of this event does not imply endorsement of products and services offered by the speakers.

Joining the JFG team will require background checks due to the association with WRI and due to regulatory requirements. There is no specific requirement to join the JFG team to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate.

(09/20)

Date and Time

Thu, Sep 17, 2020

11:30a - 12:30p MST

Location

VIRTUAL ONLY

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