Discover Exit Planning

Business owners are looking for help and expertise in planning for their future and the Exit Planning market is bigger and broader than ever before. Join us for our last webinar of the 2022 calendar year and discover all the ways BEI can support and provide you with a better way to plan.  

Aaron Dube, BEI’s Practice Development Specialist, has been helping advisors like you for over a decade. He will discuss specifically:  

  • Strategies to kickstart the discovery process 

  • Tools & resources available to build a relevant, client-focused Exit strategy  

  • How to market your services to clients and prospects  

  • EPIC™ Exit Planning software &  

  • BEI license and training opportunities (and limited time offers!)  

Register today!