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Date(s) - 07/25/2024
12:30 am - 5:00 pm


Title: 2024 Summer Symposium – SESSION 1: Topic: Boost the Value of Your Practice /
SESSION 2: Topic: Panel Discussion: In the Trenches of Business Transitions / SESSION 3: Deal Structures That Work
Speakers: John Turner, Vice President, Investment Advisory Lending, Live Oak Bank / Moderator: Landon Tymochko, MBA, CFP®, CPWA®, AIF / Panelists: Dr. Chase Armer, CFP®, CFA®, EA, President, Planned Solutions (additional panelists to be announced soon)
Location: Franklin Templeton Investments, 3344 Quality Drive, Rancho Cordova, CA