Integrating Personal and Business Planning

NORTHEAST WISCONSIN CHAPTER EVENT

Integrating Personal and Business Planning


Using teamwork, communication, and proven processes to help bring our clients clarity, confidence, and peace of mind that their personal and business planning objectives are secure.

 

Learning Objectives:

  • Learn how to ‘set the stage’ to successfully form a collaborative advisory team.
  • Learn how to more effectively communicate among advisors to work together to integrate our client’s personal and business planning objectives.
  • Learn how to utilize value gap analysis and EPI’s proven methodology to seamlessly integrate clients personal and business planning objectives.

 

Meet the Presenters:

This meeting will include speakers Matt Brehmer and Paul Meyer about integrating personal and business planning.

 

Thank you to our sponsors:

Sponsored by Epiphany Law, Journey Consulting, CLA, Sagemark Consulting, and Remley Sensenbrenner.

This meeting will be held at The Marq.

Address: 3177 French Rd De Pere, WI 54115

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Northeast Wisconsin 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.EPINortheast.org.

About the Presenters


Matthew D. Brehmer

Matthew D. Brehmer

Attorney At Law, Certified Public Accountant, Shareholder

VIEW BIO

Paul Meyer

Paul Meyer

CEPA, CBEC, CRPC of Sagemark Consulting

VIEW BIO


Continuing Education


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.