North Texas Chapter Event: “Life After” Planning

EPI Members: $20 (Members must log into the EPI Member Center to receive the member pricing)

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Non-Members: $30

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Overviewdivider

 

Many business owners don’t spend much time thinking about what their life will look like after they exit their business.  However, for many owners the transition can come as a major shock.  In fact, 75% of business owners who have sold their businesses “profoundly regret” the decision within 12 months.

As advisors, we have the responsibility to help them plan ahead.  “Life After” planning is about building a legacy.  That legacy will be established whether they take control of that definition or whether someone else defines it for them.

 

Learning Objectives:

  • The psychological impact of a business sale to the owner
  • Working through family issues
  • Life After planning basics
  • Adjusting owner expectations

 


Presenterdivider

Dr. Paul Chafetz, PHD

Dr. Paul K. Chafetz, a licensed clinical psychologist, is a full time private practitioner serving adults in Dallas.  Since 1982, he has helped his clients and their families learn and grow their way through life.

Dr. Chafetz — Is the creator of GROW INTO IT: PSYCHOLOGICAL PREPARATION FOR RETIREMENT, a seminar for individuals and employees age 50+.

  1. Dr. Chafetz conducts workshops and creates individualized programs promoting mental readiness for life after full-time work, for both business owners and employees.    Dr. Paul helps business owners plan and implement a meaningful and rewarding life phase following their fulltime work career, and he helps corporations support their employees who are planning their career afterlife.

Dr. Chafetz’s training in adult and geriatric mental health includes:

  • Undergraduate psychology degree from Brown University
  • Ph.D. in clinical psychology and certificate in gerontology from the University of Florida
  • Clinical psychology internship at Duke University Medical Center
  • Post-doctoral fellowship in clinical gero-psychology at the Texas Research Institute of Mental Sciences in Houston.

Dr. Chafetz’s mission is to empower adults to continue to grow and improve themselves and their lives, through greater psychological skills.

 


Continuing Educationdivider

CPAs receive a certificate for 1 CPE credit

CFPs receive a certificate for 1 CE credit

CEPAs receive 1 CE credit

 

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Sponsored Bydivider

 

Sponsor Armor Financial

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