Overview: TOPIC: Buy/Sell a Practice SPEAKER: Christine Sjolin, VP. Strategic Development & Operations, FP Transitions Join us for an update on M&A activity on financial advisory practices, and learn what trends are driving value growth overall. This presentation will include information from FP Transitions proprietary data, including current deal structuring statistics as well as long-term insight […]

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FPA NexGen is a community for FPA members that focuses on the next generation of financial professionals. If registration has closed and you would like to attend, please email Susan Adams at execdirector@fpasv.org to be placed on a wait list. Overview: Topic:  Impact Investing Speaker: Andrew Olig of Calvert Research and Management Location: 700 South B […]