Knowing what steps you need to follow to help an owner better understand what state their business is in will help you communicate to your clients what they need to do to have a more successful transition.
A case study will be emailed to all registered participants.
- You will learn how to approach and educate an owner on what benefits planning can bring to the table.
- What issues or people could be standing in the way of your client?
- How you should approach each part of the business
- Working with the owner’s advisors
About the Presenters:
Learn from the EPI West Michigan chapter leadership team, Vincent Mastrovito, Randy Rua, and Mary Van Skiver, as they lead a roundtable discussion.
Meet the Presenters
This meeting will be held at the Grand Rapids Chamber of Commerce.
Address: 250 Monroe Ave NW suite 150, Grand Rapids, MI 49503