EPI Greater New York Chapter Event | July 25, 2023 Masterclass 2021 Don't miss out on any

Don't miss out on any of the topics

Contact Member Experience at (216) 712-4244 or memberexperience@beyondCEPA

Utilizing Trust for Asset Protection and Tax Efficiency

The Exit Planning Institute (EPI) has prepared this proposal for educational programming for up to 20 advisors conducted in partnership with Wilmington Trust

host Scott Bushkie

EPI Greater New York Chapter Event | July 25, 2023 Masterclass 2021 Don't miss out on anyAfter working together for 30 years and running a company together for almost 26 years, my business partner Carmen Soubriet and I are parting ways. Carmen will be retiring, and I will continue to run the company weve built together. My presentation will cover how we planned for this. How covid effected the planning process. And, by the time I give this presentation Ill be able to talk about how we successfully completed the closing.