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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.
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 endedNon-IDDS Member ticket
$50.00
+$1.25 ticket service fee
Sale ended