In this upcoming webinar industry expert, Kerry Pulliam, will talking “Risky Business” and “De-Risking” Transferable Value through protecting business, personal and family wealth. Pulliam has collaborated with some of the nation’s top advisors and successfully implementing sophisticated wealth protection strategies for their high net worth clients. With this experience Pulliam will walk you through the best practices for protecting transferable value.
- Often overlooked asset held within the business that can account for as much as 48-96% of business value
- Risk Aware vs. Risk Averse
- Rarely discussed but widely available strategies to protect transferable value
Meet the Presenter:
Hear from industry leader, Kerry Pulliam, on the key components of “de-risking” value.
About the Exit Planning Education Series:
The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts and past recordings below.