Free

CPE - Closely Held Business Transfer & Exit Strategies

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Wealth Advisory Group LLC

355 Lexington Avenue

Floor 9

New York, NY 10017

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Live CPE event focused on adding revenue opportunities for your practice and value for your business owner clients. Light breakfast and coffee provided.

1 CPE credit. Instructor, Bryan Davis.

Bryan Davis is a Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Bryan Davis is member of Guardian’s Advance Planning Excellence (APEX) Group and is not an employee of this firm. The APEX Group provides advanced case consultation and design services for Guardian’s agencies and representatives. 2017-45576 Exp 10.24.17

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Date and Time

Location

Wealth Advisory Group LLC

355 Lexington Avenue

Floor 9

New York, NY 10017

View Map

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