Beyond the Numbers:
The Emotional Impact of Selling

ARIZONA CHAPTER EVENT

Beyond the Numbers: The Emotional Impact of Selling


Program summary:

During the process of creating customized financial plans and investment strategies to help clients realize their retirement goals, it is important to look beyond the numbers. The emotional impact of selling will be discussed.

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Learning objectives:

Attendees will achieve the following learning objectives:

  • Helping the business owner think about life after business
  • Planning for next stage in employment/life
  • Protecting your family from the windfall
  • Using pre-tax money as efficiently as possible (Just as you do when owning and operating a business).

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Two National Experts:

EPI Arizona is pleased to introduce Andrew Rafal, President & Founder of Bayntree Wealth Advisors, and his Director of Corporate Development, Brian Hartstein, MSFS, CLU®, ChFC®. An accomplished author, speaker, expert instructor, and thought leader, Rafal prides himself in acting as a personal CFO for his clients. He creates customized financial plans and investment strategies to help clients realize their retirement goals. Andrew is known among his clients and colleagues for upholding a “gain and retain” investment philosophy and for his unparalleled dedication to client service.

[Learn more about our presenters]

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Thank you to our event sponsor:

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This meeting will be held at Arizona SkySong in Scottsdale. Register now.

“Financial independence in retirement begins with a dream
and ends with a plan.”

– Andrew Rafal, President & Founder of Bayntree Wealth Advisors

About the Presenters


Andrew Rafal

Andrew Rafal

President and Founder,
Bayntree Wealth Advisors

View Bio

Brian Hartstein

Brian Hartstein

Director of Corporate Development,
Bayntree Wealth Advisors

View Bio


Continuing Education


CEPAs receive 1 CE credits

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.