Jun 23, 2022

Summer 2022 M&A Breakfast/Lunch Events: Chicago

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 breakfast or lunch event to meet your advisory peers from the Chicago 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

Two Chicago-area events to choose from:

Option One: Breakfast

  • Date:  July 19, 2022
  • Time: 8:00am – 10:00am Central
  • Location: Oakbrook Le Meridian Marriott, 2100 Spring Rd, Oak Brook, IL, 60523

Option Two: Lunch

  • Date: July 19, 2022
  • Time: 12:00pm – 2:00pm Central
  • Location: Coopers Hawk, 798 W Algonquin Rd, Arlington Heights, IL 60005

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

Event Registration - Chicago

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About Allworth Financial

With $15 billion in AUM and 21 partnerships in four years, Allworth Partners’ approach is not a one size fits all. Whatever your reasons for seeking partnership—greater growth, more freedom in your practice or personal life, lessening your day-to-day management responsibilities, or retiring—Allworth Partners has a long history of looking beyond the deal numbers to consider your unique needs.