This event is for you wherever you are in your career. This full day event will connect firms and advisors while covering what you need to know about successful succession planning. Hear from experts on tax planning, what the current RIA M&A market looks like, panel discussions with advisors that sold their businesses and companies that are acquiring firms.
Agenda
8:00 Registration & Breakfast
9:15 Paul A. Fullerton – Charles Schwab – Envisioning and Preparing for a Deal
10:15 Kathryn Mallon Taylor, CBEC® – FP Transitions- Succession Planning
11:15 Break with partners
11:30 Sellers Panel – Christiane Delessert, Ph.D, CFP®, Marc Freedman, CFP®, Susan John, CFP®, moderated by Bill Ford, CFP®,
12:45 Lunch & Networking
2:15 Buyers Panel – Bogdan Kaminyar, Robin Young CFP®, CeFT®, Misty Lynch CFP®, moderated by Jeffrey N. Tomaneng, CFP®, CIMA®, CDFA®
3:30 Tom LaFond – Legal Considerations in a Transaction – Goodwin Procter
4:30 Jess Polito -Turkey Hill Management – State of the RIA M&A Market
5:30 Happy Hour