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February 2019

2019 First Global Conference

February 20
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2019 Ameriprise National AFG Women Advisor Summit

February 25 @ 6:00 pm - 7:30 pm
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2019 Assetmark Conference

February 27
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March 2019

4 Corners Sales Summit

March 7 @ 1:10 pm - 2:00 pm
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Spring Financial Forum – Portland, OR

March 14
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2019 APEX ProEquities Conference

March 26
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April 2019

External Practice Acquisition Webinar

April 16
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2019 Uncommon Knowledge Conference

April 30
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May 2019

Wells Fargo – Spring FiNet Forum

May 8 - May 10
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M&A Summit – Providence, RI

May 9 @ 12:00 pm - 1:00 pm
Trattoria Zooma,
245 Atwells Ave, Providence, RI 02903
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Buying or selling a financial services practice is a major event for any business. Done right, it can help your business grow exponentially, or help you realize the value of your life’s work. The M&A Summit is held in numerous cities throughout the nation. It will cover the most current buying and selling trends, recommended timelines and strategies for buying and selling successfully, valuation statistics for 2018, and the most up-to-date deal structuring strategies being used by owners today. Some…

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