From Transaction to Transformation
The Gift Planner's Guide To Advising Business Owners In Their Next Chapter
May 15, 2025
11am - 12:30pm EST
(via recorded zoom)
$89*
Limited to 25 participants
What You Will Learn
How To Effectively Collaborate with Exit Planning Advisors
Learn how to build effective partnerships with CEPA-certified advisors and integrate your role into the broader exit planning team without overstepping.
Aligning Giving Strategies with the 6 Hallmarks
Discover how to tailor charitable conversations to match what matters most to the owner—spiritually, emotionally, and financially.
How To Position Yourself as a Legacy Planning Expert
Develop messaging and positioning that clearly differentiates you as a guide for clients navigating their fourth quarter of life.
Plus Your Questions and
more...
ACT NOW.
(this event is limited to 25 attendees)
Got Questions?
* The fee is nonrefundable. However, the event will be recorded. If you end up unable to attend, your fee will gain you access to the recording and all associated resources.