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This course can no longer be booked.

Available Online

Make CEPA certification work for you

Join us in one of our sessions! January 10 at 1 PM EST

  • Ended
  • Free
  • Virtual

Workshop Description

Cost for this workshop: Free Start off the New Year by making your CEPA certification work for you ExitSmarts was created to help and support Advisors desirous of building Transition Planning practices. And we know that means different things to different CEPAs. In this webinar you will learn: o How ExitSmarts can help you begin offering Transition Planning services where you: -don’t have to do any of the heavy lifting; -can do some of the heavy lifting; or -can do all of the heavy lifting. o How ExitSmarts does the lifting you do not want to do o About powerful Transition Planning PROCESSES and TOOLS that can become part of your practice toolset o How you can choose the role you want to play, are qualified to play, and are free of compliance issues to play -Be the Coach -Develop Transition Plans -Implement Transition Plans It could be the best hour you will spend in 2023!!

Questions? Contact Us.


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