EPI Palm Beach Chapter Event | March 21, 2023 Understanding Exit Planning Come and engage with others

Come and engage with others to learn best practices and to network with one another

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

Expectations

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

Answer commonly asked questions

EPI Palm Beach Chapter Event | March 21, 2023 Understanding Exit Planning Come and engage with othersWith 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