EPI Chicago Chapter Event | April 26, 2023 2022 Chapter Events the client can reduce active

the client can reduce active income by 60% and reduce passive income or a sale of an appreciated asset by 99%

The planning also includes the creation of a trust to protect the client's assets while growing wealth for them and their family for multiple generations

Through this case study

January’s meeting will be a roundtable of business owners that have sold

the challenges that arose

EPI Chicago Chapter Event | April 26, 2023 2022 Chapter Events the client can reduce activeHow do you approach an owner to provide them their exit options? Most owners are unfamiliar with the language and process behind exit planning. When working with an owner during what is likely the largest financial transaction of their life, understanding how to effectively communicate is crucial. In this session, you will work through a hands on case study to develop your conversation skills. Through this case study, you will collaborate with an