Advisors in Transition Meeting (AiT)
Join us for a special evening as we discuss Breaking Away in Today’s Environment. The evening will include networking and refreshments. Cost is $15.00 online or $20.00 at the door. Parking is included.
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.