| Wednesday, November 05, 2025 |
| 03:00 PM - 04:00 PM Eastern Standard Time |
| 02:00 PM - 03:00 PM Central Standard Time |
| 12:00 PM - 01:00 PM Pacific Standard Time |
Explore the current issues and challenges with advisor succession programs and the contractual and compliance safeguards needed to support succession programs, client retention, and potential regulatory review.
CLE Credit: CLE credit in CA, FL, IL, NY*, PA, TX, and VA is currently pending approval. Credit in CT and NJ is pending approval (via reciprocity). CLE credit is not available for the viewing of recorded sessions.
*This program qualifies for Newly Admitted Attorneys.
Those seeking CLE credit in any other state may be provided with a General Certificate of Attendance and may apply independently.