EPI Greater Philadelphia Chapter Event | March 21, 2024 2024 Summit many of whom are approaching

many of whom are approaching retirement years

we will focus on scenarios involving succession planning and execution

capable of serving business owners in Orlando and surrounding areas

Why marketing strategy is crucial to exit planning

5 | CFP®: 1

EPI Greater Philadelphia Chapter Event | March 21, 2024 2024 Summit many of whom are approachingAfter meeting initially with Tom and Mary and their advisory team, how would you suggest continuing in the exit planning engagements? Would you suggest they complete a Triggering Event? In this session, you will work through a hands on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. Learning Objectives: What is the