Is Rich prepared for his life after business? Join chapter experts as they dive into Rich Molnar’s wealth gap and lead a discussion on his personal goals and ambitions outside of his business. In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
- Define the wealth gap equation and calculate Rich’s wealth gap
- Determine key players on an exit planning team
- Identify personal and financial readiness issues and questions to ask an owner
About the Presenters:
This meeting will be facilitated by the EPI Greater Philadelphia chapter leadership team: Matthew Lang, CFP®, CEPA, Morgan Stanley Private Wealth Management, Cheyenne Bennett, PhD, CHPC, Compass Point Consulting, LLC, John T. Garvey, CEPA, CPWA®, UBS Financial Services, Inc., Charles Kedra, CFP®, CEPA, AIF®, FPA Wealth Management, Douglas S. Kook, CPA, CVA, Bumpers & Company, Matthew Levitsky, Fox Rothschild LLP, Frank Michel, CEPA, Brandywine Mergers & Acquisitions, and Steven Staugaitis, CPA, CVA, Kreischer MillerMeet the Presenters
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