31
July
A-Z on how to Sell your Investment Advisor Practice
Description
It doesn't matter whether you are an investment advisor with a captive agency or independent agency. You may learn everything you will need to know if you are considering retirement or just curious how to value and sell your practice. This is done over lunch and will be one on one. 100% CONFIDENTIAL.
Date and Time
Wed, Jul 31, 2024
12:00p - 1:00p CST
Location
Capital Grill
87 Yorktown Shopping Ctr
Lombard ,
IL
60148