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Master List Of Financial Advisor Conferences For 2023-2024

ECHELON Deals & Dealmakers Summit

August 28-29 | 
Laguna Niguel, CA | 

ECHELON's Deals & Dealmakers Summit is for those advisors interested in succession planning as well as mergers and acquisitions. Attendees have the opportunity to network and collaborate with other financial professionals with the same objectives. Learn from individuals who have been through the process as well as about the tools and techniques for transitioning your firm.

Price: TBD
Type: In Person
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
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