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FPA Northern California 2024 Summer Symposium

July 25 @ 12:30 pm - 5:00 pm

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

REGISTER HERE

Venue

Franklin Templeton
3344 Quality Drive
Rancho Cordova, United States
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