Description
Regardless of the size of your business or practice, succession planning and legal protections can make the future easier for everyone involved. It helps protect the value you’ve built, provides clarity around next steps, and ensures a smooth transition when you are ready to exit the business. The process can be simple or more detailed, depending on your goals, but starting early gives you more options and peace of mind.
Join Feliz Martone, Attorney, and Kris Kennedy, Financial Advisor, for this one-hour complimentary educational webinar. Registration is required.
Registered branch address: 6100 UPTOWN BLVD NE STE 500, ALBUQUERQUE, NM 87110 Broker/dealer disclosure: Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Date and Time
Wed, Oct 15, 2025
11:30a - 12:30p MST