Events

Liz Shea will speak on a panel discussing “Starting Up and Standing Out,” which will explore questions such as: How do you create a sustainable work/life balance? How do you find a mentor and harness strong Business Development skills? In addition panelists will cover the challenges, advantages, and opportunities female advisors face early on in their careers.

John Elmes will address the topic of “Individualizing your RIA” at the Practice Management RIA Summit hosted by Portfolio Summits.

Allan Zachariah will speak about “Breaking Up the Family Office: Splitting, Financing, and Structuring – When Family Members Want Their Own Family Office” on the Effective Family Office Podcast with Angelo Robles.