Interested in transitioning your financial practice to independent or RIA?
Join Charlie Van Derven and industry veteran Kelly Olczak, CFP®, Co-Founder of LynnLeigh & Co, Inc. walks us through her journey from a technology career to Financial Services. During the past 20 years, Kelly grew with Edward Jones, transitioned to LPL, and started her own RIA. According to Kelly, sufficient planning helped her transition smoothly. Learn how to plan for change.