Engaging Strategies: How To Move Your Clients
& Prospects Forward With Planning




Engaging Strategies: How To Move Your Clients & Prospects Forward With Planning

Discuss with a panel of experts on what strategies have worked well to get clients/prospects to move forward with planning. What are the typical client hold ups? How to best address client resistance and what gets business owners excited and engaged in planning?


Learning Objectives:

  • What hold ups do business owners have on planning for their transition
  • How to best address the resistance to planning
  • How to get owners excited and engaged in planning
  • How to get owners to move forward in planning


About the Presenters:

Learn from a panel of industry experts including Barry Goodman, Larry Gard, Scott Sandee and Michaeline Gordon on how to better engage your clients and prospects in planning their future exit.

Meet the Presenters


A Note From EPI:

EPI Global is pleased to introduce the new Greater Chicago Chapter President: Brett Spencer, MS, CFP®, CEPA, of D3 Financial Counselors!  Spencer, supported by the new leadership team including former President, Barry Goodman, Joy Mkrdichian, and Ed Nichols, will re-establish a monthly hub for Chicago advisors looking to expand their circle of influence and align with other top advisors operating within the exit planning community. Connect with Brett on July 31 or by reaching out now.


Doors open for breakfast and networking at 7:30 A.M. at Lloyd’s Chicago.

Address: One South Wacker, S Wacker Dr, Chicago, IL 60606



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChicago.org.

About the Presenters

Barry Goodman
Scott Sandee

Scott Sandee

CEPA®, CFP®, CIMA®, CPWA®, BNY Mellon Wealth Management

View Bio

Larry Gard

Larry Gard

Psychologist, Hamilton-Chase Consulting

View Bio

Michaeline Gordon

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.