Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Elevate your understanding and ability

Elevate your understanding and ability to assist business owners in planning for successful exits

This option allows you to experience the course together and enjoy a fun and challenging round of golf in great company

Included with General Booth: A 10 ft x 16 ft booth that includes power

you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 2 | CFP®: 2

The Certified Exit Planning Advisor (CEPA®) Designation program educates on essential Value Acceleration knowledge and skills

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Elevate your understanding and abilityThe 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.