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.
- 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.