Congrats to Chris Chaney on becoming a Certified Exit Planning Advisor!

We’re excited to share with you that Chris Chaney recently earned his Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institue’s intensive four-day executive program. The CEPA program is the most widely accepted and endorsed professional exit planning program worldwide and was specifically designed for business advisors…

First Quarter 2020 Market View

During these challenging times, we want to stay fully connected with you. With this in mind, we’ve collected your most frequently asked questions about coronavirus, the economy, and the markets during the past quarter, and we’ll use this time to answer them together. We’ve broken this Q&A session (which was…