Advisors in Transition Meeting

Wednesday
May
29
2019

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


Speed Networking is back by popular demand! Join us for a great evening of quick connections – from seasoned veteran to financial planning student, we want you to be there. You never know when an introduction will pay off. Bring your business cards!

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.

Cost: $15 Online or $20 at the door. Parking and refreshments included.