Fri, Sep 25|
JOIN US! Sept 25, 2020 | CE Credit | Business Models: The Business case for Outsourced Investment Management| Webinar
Business Models: The Business case for Outsourced Investment Management - further details TBA
Time & Location
Sep 25, 2020, 11:00 AM – 12:30 PM
About The Event
The purpose of this group is to discuss the opportunities and challenges of running your own business either affiliated with an Independent Broker Dealer, Corporate RIA or through your own Independent RIA. These topics have become even more important given the obstacles associated with CORONAVIRUS.
The group's purpose is not to advocate one structure over the other, but to educate and discuss the realities of each business model with those working in such different models.
This session will discuss "Business Models: The Business case for Outsourced Investment Management ". It will be a practical session with open Q&A.
The panelists are the following,
- Cammy Smith | Owner of Revive Consulting
- Wayne Hewett, CFP® | Business Consultant | Assetmark Business Consulting
- Stephen A. Taylor, JD, CFP® | Managing Advisor | Stephen A. Taylor Wealth Management
One (1) CE credit available.
FPA of Miami Member
FPA of Miami - Non-Member