Contingency Planning: Protect What You Have!

NORTH TEXAS VIRTUAL CHAPTER EVENT

Contingency Planning: Protect What You Have!


Why is Contingency Planning Overlooked? Why is it so Critical to the continuation for the next generation to Succeed? Why Does It Have to be so Difficult to Address.

 

Learning Objectives:

  • Overcoming Obstacle’s that Prevent Families from Formalizing a Contingency Plan
  • Unintended Consequences even if you Have a Written Plan

 

About the Presenter:

Hear from chapter president Robert Gardner, Founding Partner, Gardner Wallace Financial Solutions.

Meet the Presenter

 

Thank you to our Sponsors:

Edward Jones LogoMobius

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIDallas.org.

About the Presenter


Robert Gardner

Robert Gardner

Founding Partner, Gardner Wallace Financial Solutions

Meet Robert Gardner.

Robert Gardner, CEPA joined the financial services industry in 2000. Prior to joining this industry Robert was a successful business owner. His previous experience shaped his passion for working with business owners to help them fully understand the importance of several key planning areas that often are overlooked. Robert then helps those owners to implement the appropriate strategy to meet their goals.

Robert provides comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning services. He uses a discovery process to identify financial goals and objectives, analyze information, and evaluate options available to his clients in order to deliver customized solutions.

Robert received his Bachelor of Business Administration degree from the University of Texas, Austin. He has earned his Certified Exit Planning Advisor designation (CEPA), Certified Financial Educator designation (CFEd®), and his Life Underwriting Training Council Fellow (LUTCF).

Robert is associated with Gardner Wallace Financial Solutions Group.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).