Inside the Wealth Manager’s M&A Playbook

Kick off the new year with ACG networking and insights at Inside the Wealth Manager’s M&A Playbook on Thursday, January 15, 2026, from 4:00–6:00 PM ET, in the Noble Sissle Room at Hotel Carmichael.

The discussion will explore how wealth managers prepare clients for liquidity events, with a focus on maximizing after-tax outcomes and protecting client interests. Check out who is on the panel below!

Panelists: 

• Chad Keller (M&K Legacy Wealth)
• Sam Muse (Fi3 Advisors)
• Scott Hiles (UBS)
• Adrian Miller (Goelzer Investment Management)
• Sib Sheikh (Wise Financial)

Event Details:

Date and Time:
Thursday, January 15, 2026
4:00 - 6:00 PM

Location: 
Noble Sissle Room At Hotel Carmichael
1 Carmichael Square, Carmel, IN 46032

Pricing:
ACG Members - Free
Non-Members - $45