top of page

Fri, Sep 22

|

Hillcrest Country Club

Preparing for Transition Buyer or Associate Needs Considerations and Navigating the Complex DSO Space

Join Legacy Practice Transitions & Buckingham Strategic Wealth for a dynamic discussion on preparing for an associateship opportunity, understanding your transition options, and strategic wealth-building strategies. Continental Breakfast will be provided.

Registration is closed
See other events
Preparing for Transition Buyer or Associate Needs Considerations and Navigating the Complex DSO Space
Preparing for Transition Buyer or Associate Needs Considerations and Navigating the Complex DSO Space

Time & Location

Sep 22, 9:00 AM – 12:00 PM

Hillcrest Country Club, 6098 Fall Creek Rd, Indianapolis, IN 46220, USA

Guests

About the Event

Join Legacy Practice Transitions & Buckingham Strategic Wealth for a dynamic discussion on preparing for an associateship opportunity, understanding your transition options, and strategic wealth-building strategies.  Continental Breakfast will be provided.

Preparing for Transition Buyer or Associate Needs Considerations  - presented by Katie Collins with Buckingham Strategic Wealth, Nathan Courtney with Legacy Practice Transitions, and Amber Banks with MW Banks Consulting, LLC

Navigating the Complex DSO Space - Blake Ring with Legacy Practice Transitions, Thomas Bodin with Buckingham Strategic Wealth, and Robert Lee with R. Lee & Associates, PC

Tickets

Price

Quantity

Total

  • IDDS Member ticket

    $25.00

    +$0.63 service fee

    $25.00

    +$0.63 service fee

    Sale ended

  • Non-IDDS Member ticket

    $50.00

    +$1.25 service fee

    $50.00

    +$1.25 service fee

    Sale ended

Total

$0.00

Share This Event

bottom of page