Risky Business


Risky Business

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.


Learning Objectives:

  • 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.


Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content…right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: all designed to help you sharpen your skills and advance your career.

Meet the Presenter

Kerry W. Pulliam CFP, ChFC, CEPA

Kerry W. Pulliam CFP, ChFC, CEPA

Private Wealth Insurance Specialist

Contact Kerry

As a Certified Financial Planning Kerry Pulliam has over 25 years of experience in high-end business, personal and family wealth planning.   Mr. Pulliam has provided advanced technical support and collaborating with some of the nation’s top bank and wirehouse financial advisors, independent financial planners and business advisors.   His ability to cover the simple to the complex and to explain the complex simply has been instrumental in developing long term collaborative relationships with these advisors while also successfully implementing sophisticated wealth protection strategies for their high net worth clients.  Mr. Pulliam is a frequent keynote speaker and has conducted numerous seminars and continuing education courses for clients, professional advisors and financial institutions.

Connect with the Presenter: Email: Kerry.Pulliam@Capitasfinancial.com  |  Phone: (502) 599-6623