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Exit Planning Awareness Event

Wednesday, September 28, 2016

You are cordially invited to participate in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.

The purpose of the EPI Greater Los Angeles Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

Melisa Silverman holds the designation CEPA (Certified Exit Planning Advisor) from the Exit Planning Institute and is forming the Greater Los Angeles Exit Planning Chapter. This event is for advisors working with business owners on their exit strategies.

Date:  October 13, 2016

Time:  7:00 am – 9:00 am

Location:  Jewish Community Foundation

6505 Wilshire Blvd., Los Angeles, CA 90048

Click here to Register