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.

 

2019 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.)

Mark your calendars now for additional AiT meetings on May 29, August 14, and November 6. Also join us for the All Chapter Mixer on September 25.

Advisors in Transition Meeting

Wednesday
Nov
6
2019

5:30 pm - 7:30 pm
Location: Brown & Streza Training Room
40 Pacifica, Suite 1500
Irvine, CA  92618


Topic: Recipe for an RIA

Join us to address all your questions for establishing an RIA practice, opportunities and challenges to grow an RIA business, succession planning, and more!

Moderator: Urban Adams

Panelists: Tony Chan (https://www.crossroads-planning.com), Celeste Wall (https://celestekwall.com/) and Patricia Parker (https://discoverywm.com/)

Advisors in Transition 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.

Cost: $15 Online or $20 at the door. Parking and a light dinner are included.