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Start Date: Mon
Community Coordinator
The Business Owners Forum provides both advisors and owners with a look at the future of exit planning
utilizing a case study that illustrates in real time what to look for and how to prepare
Time: 11:30 A
EPI Wisconsin Chapter Event | January 26, 2023 Walking to Destiny 2.0 Start Date: MonDuring this session, you will hear from a Certified Financial Planner and Business consultant. They will share how they marry the Personal and Business planning for owners to avoid the potholes of the journey to succession. This meeting will teach you how to engage owners in this plan to succession, and more. We hope to see you there!
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