Join our experts and your peers each month to leverage our collective knowledge & expertise to grow your AUA business
This is a 6-month series, held the first Wednesday of each month from 3:00 pm - 4:00 pm EST starting November 2020
During this interactive forum, we'll discuss:
- the largest obstacles you are facing
- which strategies and resources are working best
- your biggest wins
- how best to enhance your advisory business
- how PCA and Valor can better serve you
Forum Dates
We encourage you to attend as many as you can:
November 4, 2020 | 3:00 pm - 4:00 pm EST
December 2, 2020 | 3:00 pm - 4:00 pm EST
January 6, 2021 | 3:00 pm - 4:00 pm EST
February 3, 2021 | 3:00 pm - 4:00 pm EST
March 3, 2021 | 3:00 pm - 4:00 pm EST
April 7, 2021 | 3:00 pm - 4:00 pm EST
Our Experts
Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Dipen Mehta, AIF®
Vice President, Investment Operations