Advisors in Transition Meeting
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
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.