Jay Pabian was a featured speaker and committee member at Exit Planning Institute’s (EPI) Certificate in Exit Planning (CEP) 2021 Webinar Series. The Greater Boston Virtual Chapter Event, Wealth Planning for Business Owners, focused on tax considerations, shielding assets from potential creditors, saving for retirement, and planning for succession.
EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions.