Early Bird Pricing:
$60 members, $125 non-members, $20 students
Late Registration After July 11th:
$75 members, $125 non-members, $20 students
SESSION 1: Boost the Value of Your Practice
Presented by: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank
SESSION 2: Panel Discussion: In the Trenches of Business Transitions
Moderator: Landon Tymochko, MBA, CFP®, CPWA®, AIF
Panelists: Dr. Chase Armer, CFP®, CFA®, EA, President, Planned Solutions; (Additional panelists will be announced soon)
SESSION 3: Deal Structures That Work
Presented by: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank
