Starting With The Right “Number”

DEEP DIVE WEBINAR SERIES | FISHING FOR VALUE CASE STUDY

Identifying the Distance Between Personal Financial Position and Future Wealth Needs


Chuck Barrows has built a successful Business.  He is thinking about what is next. His son wants to leave the business to start his own business. Chuck has a passion for fishing, hunting, travel and spending time with grand kids.  He has an idea about what his needs will be after exiting his business but he really hasn’t given it much thought.

This webinar will explore Chucks personal financial position. How do we calculate what his “ number is” Is there a wealth gap between his need and what he has.  What are some considerations  when completing a personal financial plan for Chuck and Elena.

 

Learning Objectives:

  • What items must you collect in the data collection phase
  • How do you calculate need in retirement
  • What risks should be addressed and how to mitigate them
  • How to lead the client through this process

 

About the Presenter:

Hear from industry experts, Ray Croff, and take a deeper dive into understanding Chuck Barrows needs and how to evaluate accordingly.

 

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. During the deep dive webinars expert advisors will address multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. in the newly released owner eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Instructors will explore, dissect and discuss their specific topic while apply these core values and expertise directly to the eBook.

CEPA-certified-exit-planning-advisor-logo-white-png

The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session will focus on a specific aspect of exit planning as it directly relates to the eBook Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit

About the Presenter


Ray Croff, CEPA, CLU, ChFC, CAP, RFC, IAR

Ray Croff, CEPA, CLU, ChFC, CAP, RFC, IAR

CEO and President of Mobius Financial Advisors

Contact Ray

Ray is CEO and President of Mobius Financial Advisors. Before entering the Financial Services profession, he owned his own business with numerous employees, equipment, and real estate for over 15 years. Combining this invaluable experience with his financial knowledge and education makes him well suited to work with small business owners and their families.

Background and Community involvements:

  • B.B.A. Financial Services, University of North Texas
  • B.B.A. Insurance, University of North Texas
  • Certified Exit Planning Advisor
  • International Association of Registered Financial Consultants
  • Chartered Life Underwriter—American College
  • Chartered Financial Consultant—American College
  • National Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals
  • Adjunct Professor, University of North Texas