Cleveland-chapter

Owner Fireside Chat “Wealth Gap”

CENTRAL OHIO CHAPTER EVENT

Owner Fireside Chat "Wealth Gap"


A fireside chat to discuss the importance of integrating owner’s personal financial targets with the business strategy.

Learning Objectives

  • Wealth Gap – how is it determined.
  • High-level approach to retirement needs and business worth.
  • Comprehensive approach to wealth gap calculations and annual updates.

 

Meet the Presenters:

Learn from leading experts Rene Milyiori, Vice President, J.P. Morgan Private Bank, and Isaiah Stidham, Senior Wealth Manager & Business Succession Lead, Budros, Ruhlin & Roe.

Meet the Presenters

 

Thank you to our Sponsors!

 

About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

To learn more about upcoming events, visit www.EPIColumbus.org

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Central Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIColumbus.org

About the Presenters


Rene Milyiori

Rene Milyiori

Vice President, J.P. Morgan Private Bank

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Isaiah Stidham

Isaiah Stidham

Senior Wealth Manager & Business Succession Lead, Budros, Ruhlin & Roe

View Bio