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Master List Of Financial Advisor Conferences For 2022-2023

ECHELON Deals & Dealmakers Summit

September 8-9 | 
Newport Beach, 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.

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Price: $995-$1,495
Content Focus: M&A, Practice Management
Channel: RIA
Organizer: Private Organization
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