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