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A comprehensive masterclass on establishing and managing a thriving independent practice, covering topics such as RIA formation, acquisition and growth strategies, succession planning, and additional relevant areas.
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Excited about the event? Spread the word and invite your network!
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Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesCheck Official Website |
Estimated Turnoutupto 100 Delegates | Event TypeWorkshop |
EditionsMar 2025 InterestedFrequency Newly Listed | Official LinksWebsiteContacts Report Error Claim this event |
Organizer Advisorhub 3 Upcoming Events | |
40.764916-73.972035 Venue Map & Directions | |
EditionMar 2025
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Jaiver Jimenez
Associate
New York, United States
Anthony Campbell
Anthony Campbell
New York, United States
Ray Ricciardi
CEO & President
New York, United States
yair bauman
Executive Search
New York, United States
Renata Lukacik
SVP
New York, United States
Chris Tomolonis
Financial Advisor
New York, United States
Ezgi Arslantay
Co-founder
New York, United States
Acres Stowe
Consultant
New York, United StatesView More
40.764916-73.972035
Venue Map & Directions
1 E 60th St, New York, NY 10022
USA
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Jan 292025
