2nd Virtual RPA Valuation Workshop 2021 | InvestmentNews (IN) | 9 September 2021 | Virtual Event
Venue
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| Event Date | Thu Sep 9 EDT (over 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
This event should always have one eye on building maximum enterprise value. Every advisor either sells or retires from their business eventually. Regardless of which path is chosen or when the event takes place, RPAs need to fully understand the key drivers of enterprise value and how to positively impact each.
Speakers
2021 Speakers
Fred Barstein
CEO, The Retirement Advisor University (TRAU)
Patti Bell
Principal, AVP-Advanced Solutions
Dick Darian
CEO, Wise Rhino Group
Nick Della Vedova
President, NFP
Joe DeNoyior
President, HUB
John Jurik
National Practice Leader, Gallagher
Chad Larsen
Retirement Practice Leader, HUB
Randy Long
Managing Principal, SageView Advisory Group
Craig Reid
President, MMA Securities
Bill Thompson
Divisional Vice President, Retirement, John Hancock
Brian Walker
National Sales Manager – Retirement Sales, Transamerica
Sponsors & Partners
2021 Sponsors
PRINCIPAL:
• The Retirement Advisor University (TRAU)
• Principal
• Wise Rhino Group
PREMIER:
• NFP
• HUB
• Gallagher
• SageView Advisory Group
• MMA Securities
• Retirement
• John Hancock
• Transamerica