EPI Wisconsin Chapter, Hosts “One Mysterious Social"

The Wisconsin Chapter of The Exit Planning Institute (EPI) presents “One Mysterious Social.” This fun, social event is March 9, 2021 at 4:00 – 5:30 p.m. via Zoom. Networking begins at 4:00 p.m., and the program is 4:30 – 5:30 p.m. There is no fee for the program. A Zoom link will be emailed after registration.

Host for this fun social event is Leesa Gilliam, who serves as the Wisconsin Chapter’s “cruise director.” Leesa is Vice President Relationship Strategist at PNC Bank in Milwaukee. Leesa has more than 25 years of experience in the financial and wealth management industry. She earned a bachelor’s degree in business communication from Metropolitan State University and is a Certified Trust and Financial Advisor (CTFA) and Certified Exit Planning Advisor (CEPA). Leesa serves on the Board of Trustees of Milwaukee Institute of Art and Design as well as contributing to and participating in numerous charitable causes throughout southeastern Wisconsin.

Erik Owen, president of Oak Hill Business Partners, and president of EPI Wisconsin Chapter said, “We are excited to host this fun and entertaining event. It shows the creativity of our community and our desire as a group to connect with each other and have fun, even while we work hard for our clients. Please join us and help us grow this community of hard-working, talented, and fun professionals.”

To register, please go to https://exit-planning-institute.org/events/event/epi-wisconsin-march-2021-chapter-event/

The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their business. The purpose of the Wisconsin Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the community.

We develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful growth and exit of their business. Our chapter develops, encourages and fosters the adoption of best practices for the exit planning profession. For more information, visit www.EPIWisconsin.org.