Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s personal goals, wealth gap, readiness, and more.
In this session, you will work through a hands-on case study to advance your exit planning acumen. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice
- Define the wealth gap, the equation, and calculate the owner’s wealth gap
- Determine the key players on an exit planning team
- Identify personal and financial readiness issues and questions to ask an owner
About the Presenters:
This meeting will be an open conversation and facilitated by the chapter.