CEPA Premier Bundle Edward Jones we’re going to hear from

we’re going to hear from some business owners about their path to sale and how tax considerations and strategies played a part in maximizing the amount of money they were able to keep

- Be listed on the Growth and Impact Agenda as the Social Sponsor with Link to your company website

This presentation will include the tax and philanthropic benefits of donating private stock and the importance of planning for it

Eligible for the following Continuing Education credits: 13 EPI Hours

the outcomes of working with an FA extend to enhanced financial literacy

CEPA Premier Bundle Edward Jones we’re going to hear fromThe Certified Exit Planning Advisor (CEPA) Designation program educates on essential Value Acceleration knowledge and skills, while setting you apart from your peers in the space. The CEPA Premier Bundle not only provides you the stepping stones to prepare for the your journey into Value Acceleration, but also equips you with the tools and language to pursue purposeful growth in your new role. This Bundle Includes: Certified Exit Planning Advisor