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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA
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RIA Edge Day 3 - PT (Pacific Time, GMT-08:00)

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RIA Edge Day 3 - PT (Pacific Time, GMT-08:00)
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Showing 1 of 1 Streams
8:00am - 9:00am
Registration Opens and Breakfast for all Participants
Showing 1 of 1 Streams
9:00am - 9:05am
Chairman’s Welcome
9:05am - 9:30am
Keynote Address: An Economic Update
9:30am - 10:10am
M&A Insights: Trends, Valuations, and the Road Ahead
Showing 1 of 1 Streams
10:10am - 10:50am
Morning Networking and Refreshment Break
Showing 1 of 1 Streams
10:50am - 11:30am
How Do You Vet Potential Partners? Finding Your RIA Soulmate
11:30am - 12:00pm
FAB-ulous Findings
Showing 1 of 1 Streams
12:00pm - 12:45pm
Lunch for all Participants
12:45pm - 1:15pm
Dessert in Foyer
Showing 1 of 1 Streams
1:15pm - 1:50pm
The Art and Science of Growing from Within
1:50pm - 2:30pm
Making the Deal Work: Post-Merger Integration That Delivers
RIA Edge Day 2
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