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NAPFA Offers Succession Planning to Members | Wealth Management

Published: August 29, 2022

NAPFA selected FP Transitions to build a custom ‘continuity partner matching’ program for members.

Source: wealthmanagement.com

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United StatesMarcus HargoodGeoffrey BrownJune CerulliNational Association Of Personal Financial AdvisorsEquity Management SolutionsChicago Based National AssociationPersonal Financial AdvisorsLake OswegoManagement Solutions