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
- Identity personal and financial readiness issues and questions to ask an owner
Meet the Presenters:
Learn from industry experts, Bruce Evans, Founder of EPI Palm Beach Chapter, partner of the Nickler Group at Morgan Stanley and Terry Eve, Vice President of EPI Palm Beach Chapter, B2B CFO.Meet the Presenters
This event will be held at the Residence Inn by Marriott West Palm Beach
Location: 455 Hibiscus Street, West Palm Beach, FL 33401