Pay in 4 interest-free payments of $44.04 Learn more
Ships within 48 hours · Estimated delivery Aug 20 - Aug 25
Panel/Speaking Opportunities
The Exit Planning Summit hosts live music during each of the three socials hosted after each day’s sessions
adapt your communication style to suit different personalities and generations
This event helps to connect the dots
each each approved through FP Canada and the Mutual Fund Dealer CE program
Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com EPI Academy Panel/Speaking OpportunitiesThe Personal Planning Deep Dive course was created to take you through the importance of having a comprehensive Personal Plan, what it includes, and the role of a CEPA in the process. During this course, hosts Susan Latremoille and Marianne Oehser, will discuss how to integrate a Personal Plan into a Financial and Exit Plan to better engage business owners, and what resources and tools to use along the way.
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