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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL
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Thomas Carroll, CFP
Principal, President, and Chief Executive Officer at Homrich Berg
Speaker

Agenda Sessions

  • Insider Insights on RIA M&A: Essential Factors for Prospective Buyers and Sellers

    , 11:25am
    View Session

At this event

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Jared Chase
Director of M&A and Financial Advisor
Signature Estate & Investment Advisors

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