Summer 2022 M&A Lunch Event: Edina, Minnesota

Jun 23, 2022

Summer 2022 M&A Lunch Event: Edina, Minnesota

Invitation-only dining event exclusively for financial advisory firm principals and senior executives.

With record setting financial sector M&A, there’s been a lot of news about the importance of completing a succession plan: Are you ready for the next chapter in your business?

Hosted by Allworth Co-Founder, Pat McClain, named one of InvestmentNews’ 10 “Icons and Innovators” for 2021, you’re cordially invited to an informational lunch event to meet your advisory peers from the greater Minneapolis area.

Discussions will center around:

The importance of implementing a great succession plan
Consolidators versus integrators: There’s a big difference
What to look for when choosing a partner

Edina lunch event:

Date: July 20, 2022
Time: 12:00pm – 2:00pm Central
Location: Blue Edina, The Galleria 3220 West 70th Street Edina, MN 55435

Please RSVP below and we’ll send you an email confirmation.

Event Registration – Edina, MN

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