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.
- 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 will be held at the Embassy Suites.
Address: 5800 Rockside Woods Blvd. N. Independence, OH 44131