ROI: Reshape, Optimize, Innovate - April 24

When:  Apr 24, 2025 from 11:30 AM to 07:00 PM (PT)
Associated with  CFA Society Orange County

ROI: Reshape, Optimize, Innovate

A Playbook for Portfolio and Practice Management

CFA Society's Annual Wealth Management Symposium

April 24 at Lido House in Newport Beach

For more information and registration, click here!

Location

Lido House
3300 Newport Blvd
Newport Beach, CA 92663
Event Image

Contact

Kaity Van Amersfort

[email protected]