Flight Paths – Lessons Learned

About Life After Business

EXIT PLANNING IN ACTION WEBINAR SERIES

Flight Paths - Lessons Learned
About Life After Business


For business owners and entrepreneurs, the idea of answering ‘What’s next?’ can be overwhelming. In this webinar, you’ll learn how six unique individuals built multimillion dollar businesses and personal wealth. Then, importantly, how they applied their talent and focus to a surprising new domain, or several.

 

Learning Objectives:

  • Understand the mindset of the entrepreneur
  • Learn about the stories and perspectives of 6 unique entrepreneurs and their wide range of life experience. Each answered the tricky question of “What’s next?” after selling their business
  • Understanding the conversations that can be had around business lifecycle planning, family and philanthropy and the emotion

 

 

About the Exit Planning in Action Series:

This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a two-hour interactive and engaging virtual session.

The EPI Exit Planning in Action 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 in or at 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


Christie Olsson Brush

Christie Olsson Brush

Executive Director, Senior Wealth Strategist,
UBS Financial Services, Inc.

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James Jack, CEPA

James Jack, CEPA

Executive Director,
UBS Financial Services, Inc.

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