Personal Planning Deep Dive: The Art of Initiating and Guiding the Process CEPA 2020 we offer two different booking

we offer two different booking options:

and helps foster a collaborative environment for owners to get the information they need to trigger action in their businesses

Upon completion of the course

you will learn from a PE Advisor

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process CEPA 2020 we offer two different bookingThe 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.