Pyramid Club
Pyramid Club, 1735 Market St, Philadelphia, PA 19103, USA

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Event Date Tue Sep 18 EDT (about 3 years ago)
Location Pyramid Club
1735 Market St, Philadelphia, PA 19103, USA
Region Americas

Retirement can be a challenge for many FAs. Advisors have many paths they can take including deciding when is the right time to exit the industry, identifying the right buyer for their practice as well as how to develop and implement a transition plan that will keep their clients and employees well served through the change.

This event will help FAs better understand the different options that are available to them when they retire from the financial services industry and how to structure their practice to enhance client service, thus maximizing its value. FAs will also hear firsthand from advisors who are actively optimizing their practice’s structure to get the most out of what they built.


2018 Speakers

Tim Adams
Founder, The Princeton Group

Chris Brashier
Managing Director, CHB Investment Group, LLC

Chelsea Emery
Editor in Chief, On Wall Street

Carla McCabe
Director of Practice Management, Truelytics

Terry Mullen
CEO, Truelytics

John Williamson
SVP, Innovation & Growth, Wells Fargo Advisors Financial Network