Is Independence Right For You?
Find Out From Those Who Have Done It..
InvestmentNews, the only weekly news source for financial advisers, is please to bring you a workshop series dedicated to helping you understand the pro's and con's of becoming a Registered Investment Adviser (RIA). As a successful adviser, you need to understand what your options are for the long-term. What is your succession plan? How will you make the most money to prepare for retirement? Are you ready to run your own business?
This interactive forum will provide you with the opportunity to discuss your options with others in your field, educate yourself on the process of going independent, and learn from industry experts what it really takes to make this move.
What Can You Expect at this One Day Workshop?
- Network with other advisers who have made the transition to independence
- Examine what the economics of going independent are
- Hear from the leading custodians as they explain how they can support your move
- Ask the questions you always wanted answers to, but didn't know who to ask
- Sign up for a complimentary one-on-one consultation with Thomas Giachetti, Stark & Stark, to discuss your specific legal requirements to go independent
This workshop series is being held in three cities and is FREE to advisers. REGISTER NOW
| May 12th, 2008 Jersey City, NJ |
| May 14th, 2008 Chicago, IL |
| May 16th, 2008 Huntington Beach, CA |
Don't miss the opportunity to learn more about becoming a Registered Investment Adviser.
Join InvestmentNews for a day of discussion, education, networking, and contemplation. Brought to you by the newspaper that understands what it takes to be a successful adviser.
If you have additional questions, please call Abby Salameh 212-210-0466 or e-mail asalameh@investmentnews.com
SPONSORED BY
InvesmentNews is the host of the What you Need to Know About Going Independent Workshop Series. Sponsors of the event are not held responsible for any information provided.