Advisors in Transition Meeting


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

RIA Practice Management Workshop
Take Your Firm to the Next Level!

Join us in a round table discussion as we explore the following three topics with facilitators that specialize in each area:

  • HR: Hiring, Firing, and Keeping Talent (Facilitator: Anne Laguzza, President, The Works Consulting)
  • Compliance: New Developments and Pitfalls (Facilitator: Blake Bjordahl, Compliance Specialist, Compliance Works)
  • Tech Trends and Tools (Facilitator: Aryn Sands, CEO, Outsource This, Inc.)

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