Advisors in Transition Meeting


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


Student? Career changer looking to enter the financial business? An advisor in between jobs?
Perhaps a practitioner expanding or restructuring your firm?

Advisors are often in some sort of transition! You are invited to a night of discussion, information and
connection. Join our roundtable to learn from other advisors who have experience.

Cost: $15 Online or $20 at the door.

Join us for discussion and networking. Parking and a light dinner are included.

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.