The Advisors in Transition community addresses the needs and interests of FPAOC members contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.

 

2018 AiT Meeting Dates

(Quarterly Meeting Passholders can use their free mixer or AiT Meeting that is included with their pass by emailing admin@fpaoc.org.)

Advisors in Transition Meeting

Wednesday
Jun
6
2018

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Ste. 1500
Irvine, CA  


Join us for Speed Networking! From seasoned veteran to financial planning student, we want you to be there. You never know when an introduction will payoff! Bring your business cards.

Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, or looking to grow their businesses for future transitioning to the next generation. We invite you to come join us!

Cost: $15 Online, $20 at the Door


Advisors in Transition Meeting

Wednesday
Aug
29
2018

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Ste. 1500
Irvine, CA  


Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices. More specifically, this community includes advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, or looking to grow their businesses for future transitioning to the next generation. We invite you to come join us!

Cost: $15 Online, $20 at the Door


Advisors in Transition (AiT) and Allied Professionals Joint Mixer

Wednesday
Oct
24
2018

5:30 pm - 7:30 pm
Location: Fashion Island Hotel Newport Beach
690 Newport Center Drive
Newport Beach , CA  92660


Join us for a join mixer of Advisors in Transition (AiT) and Allied Professionals. Cost is $20 online, $25 at the door, and includes valet parking, appetizers, and first beverage. Attendees receive 30% off dinner at Oak Grill at the hotel!

AiT addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.
Allied Professionals welcomes individuals from all areas of financial planning, including CFP Professionals, CFAs, CPAs, estate attorneys, bank and insurance professionals, mortgage and trust professionals and more, as we work together to best serve our growing client base.