EPI Greater Philadelphia Chapter Event | March 21, 2024 2024 Summit Build and strengthen relationships with

Build and strengthen relationships with other prominent members of the community

Exit planning is the fastest growing marketplace within the financial and professional services industry

Taxation considerations

Why marketing strategy is crucial to exit planning

and retaining clients by utilizing a new set of communication and counseling tools

EPI Greater Philadelphia Chapter Event | March 21, 2024 2024 Summit Build and strengthen relationships withAfter meeting initially with Tom and Mary and their advisory team, how would you suggest continuing in the exit planning engagements? Would you suggest they complete a Triggering Event? In this session, you will work through a hands on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. Learning Objectives: What is the