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 Presenter:
Holly Carroccio, CFP®, Managing Member, Nexus Advisors, LLC.Meet the Presenter