Available through November 4, 2016
Speakers: Ron Culverson, First Vice President Sales (Speaker); and Richard Ford, Senior Vice President and Chief Marketing Officer, PlanMember Services (Moderator)
NOTE: Webcast is complimentary for NTSA members
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The webcast outline is available here!
This webcast highlights business succession options for the independent financial advisor and answers some of the following questions: When would you like to retire? Have you developed a business succession strategy? Have you calculated the approximate value of your practice if sold? What would happen to your practice in the event of disability or death prior to retirement? How would you or your beneficiaries receive payment?
Key Takeaways:
- Determine the value of your business practice and valuation techniques
- Analyze your current book, maximize the current and future values of your practice and explore your future retirement pathway (selling your practice versus vesting)
- Summarize your choices and resources to explore
REGISTRATION
Registration Deadline:
Recorded – 11/04/2016
| Individual Viewer | Additional Viewers |
| NTSA Member:$0 | NTSA Member:$0 |
| Non-member:$90 | Non-member:$32.50 |
Registration for Recorded Webcast Includes:
- Unlimited viewings of the Webcast recording to play anytime before the one year expiration date
- Webcast outline and any additional presentation materials
Recordings are available 72 hours after the live webcast takes place.
Webcast Package Pricing
Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].
Methods of Registration
To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.
Online Receive an immediate e-mail Registration Confirmation.
E-mail E-mail your scanned registration form(s) and credit card information to [email protected].
Fax Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail ASPPA – PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx, DHL, etc.) send to:
ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
Make checks payable to ASPPA
CONTINUING EDUCATION INFORMATION
This webcast will offer 1 ASPPA CE credit.
GENERAL INFORMATION
Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.
Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
ABOUT THE SPEAKERS
Ron Culverson is the First Vice President of Retail Business Development for PlanMember Services Corporation and oversees the national business development team and Financial Center Advisor recruiting department. Before joining PlanMember in 1994, Mr. Culverson was a Corporate Sales Training and Organization Development Manager with Great Western Financial, a Fortune 500 diversified financial institution. Mr. Culverson earned a degree in Business Administration from Chadwick University and certificates in business and finance from Grossmont College. He completed the Human Resources Management & Organization Development Program at California Lutheran University and holds his FINRA series 6, 7, 63, 24, 26 and 53 securities licenses as well as a California Insurance license. Mr. Culverson is a member and has served on the Board of Directors of the American Society of Training & Development and has taught as an adjunct instructor for the National Institute of Financial Education.
Richard Ford oversees traditional and digital marketing, employer group development and strategic partner business development efforts for PlanMember's business lines. Since 1982, he has been in the financial services industry with emphasis in marketing, product development and business development support beginning his career in Santa Barbara with Hoenig & Co Inc., a New York wirehouse firm. Prior to rejoining PlanMember in 1997, he served 8 years as VP Retirement Plan Marketing for SAFECO Life Insurance Company (later Symetra). He holds a Series 6, 63, and 26 Securities licenses and BA in Economics, Phi Beta Kappa and Summa Cum Laude from Macalester College and Master’s Degree in Architecture and Urban Planning from the University of Washington.
QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
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