Don’t Retire From – Retire To


Don’t Retire From - Retire To

Owners who can develop the “What is Next” plan are more satisfied with their exit.  You will learn four different ways to help clients visualize and actualize their next chapter of their life after ownership.


Learning Objectives:

  • How to use visualization in planning
  • What and why of story telling
  • Financing the dream


Meet the Presenters:

Learn from industry experts, Eric Schwarz, Art Sobczak, Mike Trabert – NEO EPI President, and Amy Wirtz, about helping your clients visualize and actualize their next chapter after ownership.


Meet the Presenters


Thank you to our Sponsor:

This meeting is sponsored by Family & Business Success, LLC.

This meeting will be held at the Embassy Suites.

Address: 5800 Rockside Woods Blvd. N. Independence, OH  44131


The EPI Northeast Ohio 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

About the Presenters

Eric W. Schwarz, CFP®, CEPA®
Art Sobczak, CLU®, ChFC®

Art Sobczak, CLU®, ChFC®

Private Wealth Insurance Consultant


Mike Trabert, CPA, CVA, CMAP, CM&AA, CEPA
Amy Wirtz, CEPA

Amy Wirtz, CEPA

Affiliate Consultant with The Family Business Consulting Group


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour (pending approval)


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