Owner-Based Planning Training: April 24th & April 25th, 2024


This training aims to showcase effective strategies and tools for engaging owners in planning, even if they are not solely focused on Exit Planning. Our goal is to enable you to implement your core service offerings more efficiently while assisting these owners in initiating the planning process.



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April 24th: 2pm-5pm EST
April 25th: 2pm-5pm EST