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October 2018

[45784] M&A Summit – Boston, MA

October 17 @ 12:00 pm - 1:00 pm
Del Frisco’s Grille,
33 Boylston St #3370, Chestnut Hill, MA 02467 United States
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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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FPA of Northeast Flordia Chapter- Jacksonville, FL

October 18 @ 1:15 pm - 2:15 pm
Unnamed Venue,
Jacksonville , FL
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[45877] M&A Workshop – Jacksonville, FL

October 18 @ 6:00 pm - 7:00 pm
The Capital Grille,
5197 Big Island Drive, Jacksonville , FL 32246 United States

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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2018 Thrivent Advisor Network (TAN) Summit

October 23 @ 2:00 pm - 3:00 pm
The Drake Oak Brook Hotel,
2301 York Road, Oak Brook, IL 60523 United States
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2018 Fall Advisor Symposium

October 24 - October 25
Seven Springs Mountain Resort,
777 Waterwheel Drive, Seven Springs, PA 15622 United States
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November 2018

IFG Conference – Rancho Mirage, CA

November 6 - November 9
The Ritz-Carlton – Rancho Mirage,
68900 Frank Sinatra Drive , Rancho Mirage, CA 92270 United States
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TCA by ETrade- Denver, CO

November 6 @ 11:00 am - 12:00 pm
The Ritz-Carlton, Denver,
1881 Curtis Street, Denver, CO United States
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