Advisors in Transition Meeting

Wednesday
Aug
29
2018

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


Advisors in Transition addresses the needs and interests of those 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, or looking to grow their businesses for future transitioning to the next generation. We invite you to come join us!

Cost: $15 Online, $20 at the Door