Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Included with General Booth: A

Included with General Booth: A 10 ft x 16 ft booth that includes power

Eligible for the following Continuing Education credits: 13 EPI Hours

comfortable environment suitable a group like ours

you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 2 | CFP®: 2

This option allows you to experience the course together and enjoy a fun and challenging round of golf in great company

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 Included with General Booth: AThe Personal Planning Deep Dive course was created to take you through the importance of having a comprehensive Personal Plan, what it includes, and the role of a CEPA in the process. During this course, hosts Susan Latremoille and Marianne Oehser, will discuss how to integrate a Personal Plan into a Financial and Exit Plan to better engage business owners, and what resources and tools to use along the way.