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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida
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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

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Marguerita Cheng, CFP
Chief Executive Officer
Blue Ocean Global Wealth

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