How Can a CEPA Help You?

How Can a CEPA Help You?

Fi Plan Partners

15/05/2024 6:16PM

Episode Synopsis "How Can a CEPA Help You?"

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your […] The post How Can a CEPA Help You? first appeared on Fi Plan Partners.

Listen "How Can a CEPA Help You?"

More episodes of the podcast Fi Plan Partners