The Business Owners Forum provides both advisors and owners with a look at the future of exit planning. Discover why proper exit planning is important for not only your future success, but the success of your business as well.
This event helps to connect the dots, showcase your firm as the go-to in the market, and helps foster a collaborative environment for owners to get the information they need to trigger action in their businesses.
Attendees will hear expert sessions from two keynote speakers and an award-winning producer.
- Discuss the future of exit planning from the advisor and owner perspective
- Understand the importance of incorporating experiences, people, and innovation into your practice
- Highlight how your firm can flourish with the addition of a collaborative exit planning team.
About the Presenters:
Learn from industry experts Dr. Fred Johnson, Chief Executive Officer and Founder of InitiativeOne, Wendy Federman, thirteen-time Tony Award winner, Tom Jaklitsch, Co-founder and CTO of Order, and Mark Kravietz, Managing Partner, Founder and President of the EPI Greater New York Chapter, as moderator.Meet the Presenters
Thank you to our Gold Sponsors!
Thank you to our Silver Sponsors!
This meeting will be held at The Harvard Club.
Address: 35 West 44th Street, New York, NY, 10036.