Dear Clients & Friends,

You are invited to attend a webinar focused on the most effective strategy to protect the value of your
financial services practice, how to accelerate growth through acquisitions and effective realization of the
value of your firm upon your exit.

• Transform Your Practice into a Legacy--Discover the Secret to a Seamless Transition
  • When you do decide to exit the profession, we can help to transfer your legacy to the next generation with
    maximum efficiency and control.
• Maximize the value of your practice--For your Financial Independence, For your Family
  • Creating a business that has transferable enterprise value, calculating that value, and realizing
    maximum value upon transition 
  • When you do decide to exit the profession, how to transfer your legacy to the next generation with
    maximum efficiency and control.
  • Buyer and Seller perspectives, how to protect yourself and structure the deal to avoid the most
    common mistakes advisors make in this area

Our speakers have over 60 years of combined industry experience and have consulted on hundreds of
successfully closed transactions. They will share valuable perspective, experience and support that is
available through Cetera Investors and our 3rd party vendors/partners regarding the following topics.
They will discuss current trends in how the market place is changing and how experienced buyers identify and
capitalize on acquisition opportunities.

Speakers:
Max Razzore, Senior Manager – Corporate Development, Legacy Builder Lead/Succession
Solutions
Jeff Conyer, Director of Business Development, Wealth Advisor Financing
Robert G. Federici, Esq., Managing Director at Hudson Wealth Management, attorney at law
Thom Powers, CFP®, CLU®, CHFC®, CMFC®, CLF®, CLTC, CSA, LUTCF, Regional Sales
Manager, Cetera Investors