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utilizing a case study that illustrates in real time what to look for and how to prepare
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EPI Wisconsin Chapter Event | January 26, 2023 Walking to Destiny 2.0 utilizing a case study thatDuring this session, you will hear from a Certified Financial Planner and Business consultant. They will share how they marry the Personal and Business planning for owners to avoid the potholes of the journey to succession. This meeting will teach you how to engage owners in this plan to succession, and more. We hope to see you there!
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