NAIFA Rhode Island

Special NAIFA MA Member Presentation: Greg Raines

  • Thursday, October 04, 2018
  • 8:30 AM
  • TPC Boston, 400 Arnold Palmer Blvd., Norton, MA 02766

Registration


Registration is closed

Join us - Thursday October 4
Greg Raines, CEO TAG Advisors

The Nuts & Bolts of Buying or
Selling a Financial Practice

Buying a practice can be a win-win for both the buyer and seller when completed correctly. The concept is simple, but execution isn’t easy. Join Cambridge and Greg Raines, CEO of TAG Investment Advisors, as he discusses what to do and not to do when buying or selling a practice. Greg has been involved in over 20 transactions in the last few years, and he is still actively expanding his firm through acquisitions. In addition, Greg also acts as a consultant for advisors looking for assistance on either side of the transaction.

Registration Opens at 8:30 am
Program Begins at 9:00 am

Registration Fee: Members - FREE
                             Non Members - $35


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Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

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