XPX DC Metro - Back to Basics – The Exit Planning Process

Our overall training theme for 2020 is “Back to Basics”. Given the complex nature of Exit Planning, having a firm grasp on the “Foundational Big Rocks” of the Exit Planning Process is essential for every advisor to effectively serve their clients.

Pat Carroll and Todd Feldman of Obsidian Planning Solutions are Certified Exit Planners who will set the stage for the year by providing an overview of the process, the key questions an owner needs to answer and the core elements of the process.