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

Fri, Sep 22

|

Hillcrest Country Club

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.

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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, 2023, 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

  • IDDS Member ticket

    $25.00

    +$0.63 ticket service fee

    Sale ended
  • Non-IDDS Member ticket

    $50.00

    +$1.25 ticket service fee

    Sale ended

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