Central Ohio Chapter Launch

Join us as we host Exit Planning Institute, featuring guest speaker Chris Snider, CEPA, CEO of the Exit Planning Institute, to learn how to help to change the outcome for business owners by identifying, protecting, building, harvesting, & managing business wealth. Topics to be discussed include:

• Review social and economic market dynamics in play
• Discuss challenges and opportunities and how to overcome them
• Introduce you to the Value Acceleration Methodology™
• Define the Exit Planning Ecosystem
• Introduce the various roles an advisor can play inside the Exit Planning Ecosystem
• Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem

This seminar qualifies for 1.0 hour of CPE. 1 CFP® Credit (pending).