Live Exit Planning Demo with Doug

You’ve likely heard of Exit Planning, but perhaps you haven’t yet jumped on board. Maybe you don’t know what it would look like to add Exit Planning to your practice, fear you don’t have enough knowledge yet, or some other reason that has interrupted the idea.  

In this new webinar, taking place Thursday September 22 at 3pm ET, you’ll get a live look into Exit Planning like never before. Join BEI’s Practice Development Specialist, Doug Easton, for an informative presentation on the EPIC Exit Planning Software, marketing and planning tools available, and the opportunity to get your questions answered live.  

BEI understands having a passion to help your clients reach their goals. Let’s talk about yours so we can take your practice to the next level and engage more clients than ever.