Join us for a 3-hour workshop and lunch. You’ll hear from industry experts and your peers about the:

– Benefits of a succession plan
– Finding new opportunities to sell or buy a practice
– Important elements of a successful merger or acquisition
– What other advisors have learned in their ventures

REGISTER FOR THE PORTLAND WORKSHOP
September 12, 2023
11:30 AM – 2:30 PM

Top Golf Hillsboro
5505 NE Huffman Street
Hillsboro, OR 97124

REGISTER FOR THE BELLEVUE WORKSHOP
September 13, 2023
11:30 AM – 2:30 PM

Bis on Main
10213 Main St
Bellevue, WA 98004

REGISTER FOR THE SPOKANE WORKSHOP
September 15, 2023
11:30 AM – 2:30 PM

Safari Room at Davenport Tower Hotel
111 S Post St
Spokane, WA 99201