It is time to look ahead to the future and understand what role the current market conditions and trends will play in your 2023 strategy.
Join the Washington EPI Chapter for a panel discussion with 5 experts with expertise on different area that can affect business owners the most. Learn how best to connect with owners and capture more business. Moderated by one of our co-founders Ben Duenwald.
Learning Objectives:
- Legal & Tax Trends
- Revenue Projections
- Stock Market Impact
- Business Consulting
- Tax Impact
About the Presenters:
Learn from industry experts Tyler Jones, Partner, Helsell Fetterman, Michael Butler, CEO & Chairman, Cascadia Capital, Dan Suzuki, Deputy Chief Investment Officer, Richard Berstein Advisors, Lucas Kartic, President & Managing Partner, Turning Point Consulting, Kyle Talley, Tax Director, PWC, moderated by Ben Duenwald, Wealth Management Advisor, Merrill Lynch.
Meet the PresentersThank you to our Sponsors!
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EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend. Join the next local chapter meeting or event in your area.
To learn more about upcoming events, visit EPIWashington.com.
