Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 This option allows you to

This option allows you to experience the course together and enjoy a fun and challenging round of golf in great company

and many times function as “transformative catalysts

Network and connect with like-minded individuals within the exit planning industry this November

The Value Growth Case Study course was designed to provide a deep dive look into how Value Growth Advisors play a role in the value acceleration process

identify their true issues

Personal Planning Deep Dive: The Art of Initiating and Guiding the Process - DriveValue.com Summit Shop 2022 This option allows you toThe 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.