EPI Greater Philadelphia Chapter Event | May 9, 2024 EPI Programs (General) Company logo shown as a

Company logo shown as a sponsor on the event webpage on the EPI website (includes link to sponsor website)

5 CPE Hours

you will hear from a Certified Financial Planner and Business consultant

This program will feature five professionals discussing the business owners importance of family dynamic psychology

and elevate your advisory services with a comprehensive array of expertise

EPI Greater Philadelphia Chapter Event | May 9, 2024 EPI Programs (General) Company logo shown as aBusiness owners spend years, and in many cases decades, building their companies. These businesses are often not only their largest asset but a major component of their identity. Legacy, for ones family, ones employees, and ones community, is a major factor for many business owners. The decision to monetize a business can feel like the end, the tax bills can be eye popping, and the ongoing stewardship of the company is less certain as new ownership