Georgia Chapter Event: Exit Planning Ecosystem: In Depth Discussion on the Three Exit Planning Stages including Client Deliverable’s

Registrationdivider

EPI Members $20 *Members must log into the EPI Member Center to receive the member pricing.

Member Registration

Non-Members $30

Non-member Registration

 

Overviewdivider

Exit Planning Ecosystem: In Depth Discussion on the Three Exit Planning Stages including Client Deliverable’s

This interactive discussion will be led by a panel of two or more Certified Exit Planning Advisors.  Attendees will gain an in-depth understanding of the three phases of the exit planning process, the role each advisor plays in the process, potential opportunity for services and what are the client deliverables. Attendees are encouraged to share their expertise, experiences, and ideas in this discussion.

 

Learning Objectives include:

  • Gain an in-depth understanding of the three phases of the exit planning process
  • Learn how any advisor can play an important role on the exit planning team, and where each works in the exit planning process
  • Examine the potential services, deliverables and billing opportunities available to you in the exit planning process.
  • Share how you work in the exit planning process and help create value in your clients’ businesses

Speakers

Interactive Attendee Discussion Led By:

Philip Beatty, CPA, CEPA, CFP

Christina Rebel Otterbach, CMA, CEPA

 

 

 

Sponsored Bydivider

 CRI-MSTR-SPOT-goldblue

 

 


Continuing Educationdivider

 

CEPAs receive 1 CE credit

CPE recieve 1 CE credit

CVA recieve 1 CE Credit

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