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.
2020 AiT Meeting Dates
(Quarterly Meeting Passholders can use their free mixer or AiT Meeting that is included with their pass by emailing firstname.lastname@example.org.)
Watch for dates to come. Also join us for the Joint Mixer on September 23, 2020.
Advisors in Transition (AiT) Meeting
Creating Presence In Your Absence: Using Online Meetings To Maintain and Grow Relationships