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Personal Planning Deep Dive: The Art of Initiating and Guiding the Process
Empower your clients to purposely plan for their future.
Course Overview
For business owners, transitioning out of their company is more than just a financial transaction—it’s a life-changing event that requires careful personal planning. The Personal Planning Deep Dive course was designed to help advisors understand the critical role personal planning plays in a successful business transition. Without a well-structured Personal Plan, owners risk financial uncertainty, lifestyle misalignment, and a lack of purpose after exiting their business.
In this course, hosts Susan Latremoille and Marianne Oehser will guide participants through the essential components of a Personal Plan, illustrating how it fits into the broader "Three Legs of the Stool" (Business, Personal, Financial). Participants will also learn about key resources and tools to facilitate this process effectively and the pivotal role a Certified Exit Planning Advisor (CEPA®) plays in guiding owners through personal planning.
Attendees will gain further knowledge on:
- Reviewing the importance of having a comprehensive Personal Plan, what it includes, and the role of a CEPA in the process
- Uncovering how to have the conversation with exiting owners about their Personal Plan
- Understanding why it is worth having this conversation
- Exploring the process your owner should go through to create their Personal Plan for both now and after the sale
- Seeing how a Personal Plan can be integrated into a Financial Plan and an Exit Plan
Downloadables Offered in This Course:
- Personal Plan Handout
- Course Slideshow
This course is approved for Continuing Education credit at the following organizations:
Course Details
EPI Academy Brochure
For more details on other EPI Academy courses, download the brochure.
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Course Curriculum:
- Module 01: Overview of Personal Planning
- Understanding why personal planning is a crucial component within the Value Acceleration Methodology framework
- Identifying the components of a comprehensive personal plan
- Module 02: Your Role in the Process
- Navigating the challenges that exiting owners often face
- Reviewing why the conversation is important
- Module 03: Skills You Need
- Discussing the key components of active listening
- Exploring the benefits of asking effective questions
- Module 04: Creating a Lifestyle Plan
- Defining the formula for uncovering your purpose
- Analyzing the two types of happiness
- Module 05: Happiness Portfolio® Case Study
- Examining the definition of a good life
- Outlining an example process for building a personal plan
- Module 06: Putting the Pieces Together
- Understanding the hierarchy of financial planning
- Reviewing why having a personal plan increases the likelihood the deal will close
CHANGE THE CLIENT MINDSET
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About the Instructor
We are excited to introduce two exceptional instructors for this course, Susan Latremoille and Marianne Oehser. As Cofounders and Partners at Next Chapter Lifestyle Advisors, Susan and Marianne bring a wealth of expertise in helping individuals navigate the non-financial aspects of retirement.
Susan, the author of 9 Steps to a RichLife Retirement: Live Well, Give Back, Leave a Legacy, draws on her deep experience to guide clients through the process of creating fulfilling, purpose-driven retirements. Marianne, author of Your Happiness Portfolio for Retirement: It’s Not About the Money!, focuses on the emotional and psychological aspects of retirement, helping individuals build a foundation for happiness and well-being.
Together, Susan and Marianne collaborate with financial advisors, their firms, and their clients, offering strategies to address the lifestyle challenges that come with retirement. Their unique approach empowers retirees to thrive in their next chapter, not just financially, but emotionally and socially as well.