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April 2019

Swan RIA Forum 2019

April 29 @ 8:40 am - 9:45 am
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2019 NAAIM Uncommon Knowledge Conference

April 30
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May 2019

2019 Geneos National Partners Conference

May 2 - May 5
Marriott River Center,
San Antonio, TX
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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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Spring NAPFA Conference

May 14 - May 16
JW Marriott Austin,
110 E 2nd Street, Austin, TX 78701 United States
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2019 Achievers Conference

May 15 - May 17
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Wells Fargo Atlanta FiNet Meeting

May 16 @ 2:00 pm - 6:00 pm
JW Marriott Buckhead,
3300 Lenox Rd NE, Atlanta, GA 30326 United States
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June 2019

Swan Solutions Lunch – San Francisco, CA

June 4 @ 11:00 am - 1:00 pm
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External Practice Acquisition Webinar

June 4 @ 11:30 am - 1:00 pm
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