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Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com EPI Academy Networking:

SKU: 10381066464

4.5
USD176.16 USD203.16

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  • USA
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Ships within 48 hours · Estimated delivery Oct 6 - Oct 11

Description

Networking:

adapt your communication style to suit different personalities and generations

each each approved through FP Canada and the Mutual Fund Dealer CE program

Our fourth annual Business Owners Forum provides owners with a look at the future - where the business has the potential to go and how business owners may maximize the value of their greatest personal asset – their business

both at the event and online

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com EPI Academy Networking:The Personal Planning Deep Dive course was created to take you through the importance of having a comprehensive Personal Plan, what it includes, and the role of a CEPA in the process. During this course, hosts Susan Latremoille and Marianne Oehser, will discuss how to integrate a Personal Plan into a Financial and Exit Plan to better engage business owners, and what resources and tools to use along the way.

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