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Master List Of Financial Advisor Conferences For 2024-2025

DeVoe M&A+ Succession Summit

September 11-13 | 
San Francisco, CA | 

The Summit is designed to be an interactive experience for RIA owners and principals contemplating transactions or transitions. This event will offer keynotes, general sessions, and panels on a range of RIA M&A topics, including the current state and outlook for RIA M&A, lessons from seasoned acquirers for prospective sellers, and more. Attendees can receive $100 off registration using the code KITCES at checkout.

Price: $1,175-$2,400
Type: In Person
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
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