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:
Learn from industry expert Vincent Mastrovito, CEPA, CBEC, Founder of Prometis Partners, Founder of EPI West Michigan Chapter, and Scott Cousino, CFP, CEPA, President, Legacy Capital Planners, LLC.Meet the Presenters
Thank you to our Sponsors!
This meeting will be held at Calvin University.
Address: 1800 E. Beltline Ave SE, Grand Rapids, MI 49546