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 email@example.com.)
Advisors in Transition (AiT) and Allied Professionals Joint Mixer
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!