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!
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.