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!
Please join us for a unique and informative lunch session at the ViewHouse on March 25th
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
RSVP: Click the blue REGISTER button to RSVP!
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.
Date and Time
Wed, Mar 25, 2020
11:30a - 1:00p MST