Dive deeper into the core concepts within exit planning and expand your understanding of the Value Acceleration Methodology™.
- How to determine client desires and assure they are carried out.
- Making tax considerations consistent with client desires
- Learn some key income tax planning tools
- Take-away some key estate planning tools
- Learn the difference between estate planning and exit planning
About the EPI Deep Dive Webinar Series:
The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor ® (CEPA®). Register today and enhance your exit planning knowledge every month with EPI!
Click here to connect with the CEPA Faculty Members.