Walking to Destiny Gifting Bundle CEPA Programs 2026 (General) Presentation will discuss the process

Presentation will discuss the process for working with IB and other professionals to determine best fit for your client

Location 3: Virtually via Zoom

or are preparing

3 Take-aways of how to prep clients to be ready and how partnering with fellow professionals can help

Walking to Destiny Gifting Bundle CEPA Programs 2026 (General) Presentation will discuss the processInformed owners are primed to integrate a strategic exit strategy seamlessly into their business plan, and this bundle is the first step. Gifting books to your potential owner clients is a great way to educate them on exit planning and value growth. Use the Walking to Destiny Gifting Bundle to start the exit planning conversation early with your business owner clients. This Bundle Includes: Your choice of 10, 20, 50, 100, or 200 Copies of Walking to