Events

  • Conference FA Development Summit: Retire Smart as an Adviser

    September 18, 2018, Philadelphia, PA Retirement can be a challenge for many FAs. Advisors have many paths they can take including deciding when is the right time to exit the industry, identifying the right buyer for their practice as well as how to develop and implement a transition plan that will keep their clients and employees well served through the change.This event will help FAs better understand the different options that are available to them when they retire from the financial services industry, how to structure their practice to enhance client service, thus maximizing its value. FAs will also hear firsthand from advisors who are actively optimizing their practice’s structure to get the most out of what they built.