Personal Planning Deep Dive: The Art of Initiating and Guiding the Process CEPA 2020 and helps foster a collaborative

and helps foster a collaborative environment for owners to get the information they need to trigger action in their businesses

Learn 3 ways to monetize exit planning in your practice

Location 1: Westmoor Country Club - 400 N Moorland Rd

Case Study discuss

2023 at 5:30 P

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process CEPA 2020 and helps foster a collaborativeThe 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.