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The IPAForum: RIA Practice Management offers an in-depth workshop on PDI products, specifically designed to advance RIA practices. Featured topics include: portfolio construction, compliance and due diligence requirements, and business growth strategies.

Upcoming Dates

November 3-4, 2020 | New York, NY

February 22-23, 2021 | Dallas, TX

June 29-30, 2021 | Chicago, IL

November 15-17, 2021 | TBD

What to Expect