IN events
Adviser-to-adviser webcast: "Successful strategies for buying and selling your practice"
March 24
Adviser-to-adviser webcast: “Successful strategies for buying and selling your practice”
Get tips from the experts on valuing your practice and making a smooth transition.
Panelists: Steven Levitt, Liz Nesvold and Dan Seivert
Moderator: Evan Cooper, InvestmentNews deputy editor, and Charles Paikert, InvestmentNews reporter
Time: 4-5 p.m. ET
To learn more, go to investmentnews.com/march24webcast.
March 30-31
2009 Retirement Income Summit
Learn how to generate income for retired clients now, minimize taxes on IRA distributions, create your own pension plan and more.
Speakers include: Jean-Marie Eveillard, Consuelo Mack, Moshe A. Milevsky, Ed Slott and Martin Whitman
Location: Grand Hyatt New York
To learn more, go to investmentnews.com/summit.
April 27, 29, May 1
Going Independent Workshop Series
Find out if becoming an RIA is right for you. Learn what you need to know about going independent, including the good, the bad and the truth, the economics, and compliance and legal matters.
Locations: Fort Lauderdale, Fla., on April 27; Philadelphia on April 29; and San Francisco on May 1
To learn more, go to investmentnews.com/ going_independent.
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