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key insurance components when buying and selling
They will share how they marry the Personal and Business planning for owner’s to avoid the potholes of the journey to succession
Time: 11:30 A
The Business Owners Forum provides both advisors and owners with a look at the future of exit planning
EPI Wisconsin Chapter Event | January 26, 2023 Walking to Destiny 2.0 key insurance components when buyingDuring 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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