EPI Palm Beach Chapter Event | March 21, 2023 Understanding Exit Planning Collaborate with an interdisciplinary team

Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice

" The 2022 chapter meetings and events will focus on this theme throughout the year and culminate into our annual owner's forum in November

experience

Expectations

Thank you for being a local leader in the exit planning community

EPI Palm Beach Chapter Event | March 21, 2023 Understanding Exit Planning Collaborate with an interdisciplinary teamWith this planning strategy, the client can reduce active income by 60% and reduce passive income or a sale of an appreciated asset by 99%. The strategy includes entity formation while partnering with a 501c3 charity of the client's choice. The planning also includes the creation of a trust to protect the client's assets while growing wealth for them and their family for multiple generations. Our Vision: The vision is to reduce or eliminate income and