Business & Tech
“How to Avoid a Disaster: Addressing the Personal Side
Exit Planning Institute of Wisconsin Hosts Kathleen Christy, CPA, CEPA, CTFA and Leesa Gilliam, CEPA, CTFA of PNC Wealth Management
The Wisconsin Chapter of The Exit Planning Institute (EPI) is presenting “How to Avoid a Disaster: Addressing the Personal Side of the Equation.” The program is September 24. 2020 at 4:00 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 this program. A Zoom link will be emailed after registration.
Keynotes at the event are Kathleen Christy, CPA, CTFA, CEPA, Vice President – Senior Wealth Strategist, Private Business Strategist, PNC Wealth Management, and Leesa Gilliam, CEPA, CTFA, Vice President, Senior Relationship Strategist, PNC Wealth Management.
Martha Sullivan, CPA, CEPA, president of EPI’s Wisconsin Chapter, said, “Too often, personal financial planning is put on the back burner when business leaders and their advisors get together to create business and financial strategies. This results in balls being bobbled and inadvertently dropped or, worse, strategies blowing up. As our speakers can attest, personal financial planning deserves its seat at the table.”
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The presentation will cover why personal financial planning is a key component of the business succession plan, and what could happen if this isn’t addressed. Being a well-informed advisor and avoiding pitfalls can make you the most valuable advisor to your business owner clients.
To register, please go to https://exit-planning-institute.org/events/event/epi-wisconsin-september-2020-chapter-event/
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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.
