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Investment Advisor Events

We look forward to seeing you at these upcoming investment advisor events and webinars!

Webinar: The Point of No Return: When Will Your Practice Value Decline?


Dates: December 10, 2020
Time: 1 PM EST
Location: Virtual
Panelists: Many advisors assume that practice value will always grow, or at least hold steady. But there is a point at which value will peak and begin to steadily decline. In this webinar we will discuss the factors that impact practice value, the point at which it peaks, what makes it decline, and how to use that information to make decisions about the future of your practice.
Set an Appointment with: Adam Farag
Attend: Register Here

Webinar: Looking to 2021: The State of the M&A Market


Dates: November 17, 2020
Time: 2 PM EST
Location: Virtual
Panelists: Rick Dennen, Founder and CEO of Oak Street Funding, Steven Levitt, Founder and Managing Director of Park Sutton Advisors, and Dave Barton, Vice Chairman and M&A Leader at Mercer Advisors.
Set an Appointment with: Rick Dennen
View: View Recording Here