The Strategic Value of Non-Financial Retirement Lifestyle Planning and How it Can Grow
Your Advisory Practice

EXIT PLANNING ECOSYSTEM WEBINAR SERIES

The Strategic Value of Non-Financial Retirement Lifestyle Planning and How it Can Grow Your Advisory Practice


The wealth management industry is changing. Competition for clients has increased making it harder to retain existing clients and attract new ones. Advisors need to offer enhanced services to differentiate themselves and to justify their fees. At the same time, clients have high expectations for life in retirement and are challenged as they try to adjust to this new chapter of their lives. This all makes retirement lifestyle planning a valuable new service.

 

Learning Objectives:

Participants will walk away with an understanding of:

  • How the financial advisory business is shifting
  • The future of client- advisor relationships
  • Trends in holistic life planning
  • Issues important to retiring business owners
  • What Retirement Lifestyle Planning is
  • The role of the advisor in this process
  • Benefits to advisors

 

 

About the Exit Planning Ecosystem Series:

If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.

The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught at or in the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.

 

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenters


Susan Latremoille, CRC, FEA, ICD.D, MBA

Susan Latremoille, CRC, FEA, ICD.D, MBA

Partner,
Next Chapter Lifestyle Advisors

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Marianne Oehser, CRC, MM

Marianne Oehser, CRC, MM

Partner,
Next Chapter Lifestyle Advisors

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