2024 Wealth Management Symposium

When:  Apr 25, 2024 from 07:30 AM to 06:00 PM (PT)
Associated with  CFA Society Orange County

The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices. 

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$75 Members
$125 Non-Members

Register Today!

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3050 Bristol St
Costa Mesa, CA 92626
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Kaity Van Amersfort

[email protected]