Exit planning 101: learn how to plan like a pro


In order to do Exit Planning like a pro, you must understand the bigger planning picture.  Join us for an overview of the BEI Planning License, take a live look into BEI’s EPIC Planning software, and learn how you can use the license to provide better solutions to your clients in less time.  

Doug Easton, BEI’s Business Development Specialist, has been helping advisors like you for nearly 15 years. He will discuss specifically how the offerings of the Planning License will best serve your business owner clients, to include:  

  • collaboration tools  

  • deliverables and recommendation sets 

  • brandable client reports 

  • assessment tools 

  • and much more!  

Register today and join us on Wednesday, October 19 at 1:00pm ET