Advisors in Transition Meeting

Wednesday
Nov
6
2019

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


Topic: Recipe for an RIA

Join us to address all your questions for establishing an RIA practice, opportunities and challenges to grow an RIA business, succession planning, and more!

Moderator: Urban Adams

Panelists: Tony Chan (https://www.crossroads-planning.com), Celeste Wall (https://celestekwall.com/) and Patricia Parker (https://discoverywm.com/)

Advisors in Transition 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 a light dinner are included.