Examine and explore the enhancement opportunities for prospective RIA Buyers, Merger Candidate and Sellers to implement to maximize success in a saturated market. Our speakers will share their expertise learned through their personal experiences with acquisitions.
When
Thursday, September 8, 2022 from 7:30 AM to 9:00 AM PDTLook who else is already registered!
| Isabelle Alexander Dudum Financial |
| Thomas Bennett Horter Investment Management |
| Charles Bowes Waypoint Wealth Partners |
| Stephanie Dannebaum Stephanie Dannebaum Consulting |
| Susan Danzig Business Development Expert |
| Jason Dudum Dudum Financial |
| Erik Feldman THRIVENT ADVISOR NETWORK |
| Daniel Gannett Park Place Wealth Advisors, Inc. |
| Dennis Goins Dennis Goins & Associatrs |
| Patrick Johnson CPS SACRAMENTO |
| Marc LaRhette Stark Miller |
| Tod McMichael American Century |
| Elizabeth Mintzer Rainer Wealth Management |
| Aran Nafisi Guaranteed Rate Affinity |
| Jeremy Niederstadt Conversant Wealth Management |
| Mike OConnor Advisor Partners, LLC |
| Chad Perbeck Waypoint Wealth Partners |
| Jack Schultz Invesco |
| Clay Selland Signet Mortgage |
| Brian Stormont Insight Wealth Strategies |
| Kevin Sweeney Sweeney Kovar |
| Jason Terhune Capital Advantage, Inc. |
| Andy Yin Dimensional Fund Advisors |
| Geoffrey Zimmerman Zimmerman Wealth Advisory Group LLC |