Exit Planning is Not What You Think
Today we will discuss how Exit Planning is Not What You Think with Scott Snider. Scott is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company in Westlake, Ohio.
Collaboration & Exit Planning for Baby Boomers & Financial Planners
During this episode we will discuss Collaboration & Exit Planning for Baby Boomers & Financial Planners with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.