EPI Washington Chapter Event | June 12, 2024 Business Development Making Referrals Predictable: Are you

Making Referrals Predictable: Are you tired of leaving your referrals to chance

when to sell it

Cost is just for labor

Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients

This presentation will include the tax and philanthropic benefits of donating private stock and the importance of planning for it

EPI Washington Chapter Event | June 12, 2024 Business Development Making Referrals Predictable: Are youThe EPI Washington Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness. Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals. Network and connect with like minded individuals within the exit planning industry this June. We hope to see you there!