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