Advisors in Transition Meeting


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

Join us for Speed Networking! From seasoned veteran to financial planning student, we want you to be there. You never know when an introduction will payoff! Bring your business cards.

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