EPI Chicago Chapter

❗ ❗ ❗ POSTPONED. Due to sudden and unforeseen circumstances, we are postponing our August event. We are rescheduling our speaker and sponsor for a future event. We will reach out to registrants to coordinate any prepaid fees. Thank you for your understanding. We look forward to seeing you in September. -EPIC Leadership

EDIT: This event has been postponed due to sudden and unforeseen circumstances. We are rescheduling our speaker and sponsor for a future event. We will reach out to all registrants to coordinate any prepaid fees. We're sorry for the inconvenience. We look forward to seeing you in September. -EPIC Leadership Team Original post: Join our next chapter event to gain powerful tactics and connect with top professionals in the industry. Elevate your skills and take your practice to new heights!

If you are a professional advisor who serves business owners, join us next week - Wed Aug 28th 5p-7p to learn about succession planning and meet professionals who can help you grow your business. Details below...See you there! EPI Chicago Chapter Cultivate Advisors David Lynam George Stephen

JOIN US NEXT WEEK! Our August Topic: UTILIZATION OF LIFE INSURANCE IN BUSINESS SUCCESSION PLANNING Date: Wednesday, August 28, 2024 Time: 5:00 pm - 7:00 pm Central Time Where: Venture X | 1 Mid America Plaza, Suite 300, Oakbrook Terrace, IL 60181 Estate planning and business succession planning go hand in hand when discussing long term goals for business owners. In this presentation we look at the challenges that business owners face while starting, growing and succeeding their business and how solutions can be provided utilizing life insurance planning strategies. These strategies can impact the day-to-day performance, drive the business to succession and achieve the highest profitability in dollars as well as family happiness for the owners. The speaker will close with a unique strategy that advisors can use to provide benefits to the owner and their key employees to provide for the security of their future as well as add vitality to their portfolio.    Learning Objectives: - Learn about different life insurance strategies that can be implemented for the owner(s), key employees, etc. - Understand how insurance impacts day-to-day business operations all the way to exit. - Acquire actionable insights into insurance planning tailored to the needs of your business owning clients. About the Presenter: Hear from industry expert Brad Newcome, Regional Vice President. Thank you to our Sponsors: John Hancock #exitplanning #lifeinsurance #cepa

We know you are enjoying the last days of Summer ☀️ ⛱️ 🕶️. But it's time to register for our August EPI Chicago Chapter meeting. Here are the details: Date: Wednesday, August 28, 2024 Time: 5:00 pm - 7:00 pm Central Time Where: Venture X | 1 Mid America Plaza, Suite 300, Oakbrook Terrace, IL 60181 Estate planning and business succession planning go hand in hand when discussing long term goals for business owners. In this presentation we look at the challenges that business owners face while starting, growing and succeeding their business and how solutions can be provided utilizing life insurance planning strategies. These strategies can impact the day-to-day performance, drive the business to succession and achieve the highest profitability in dollars as well as family happiness for the owners. The speaker will close with a unique strategy that advisors can use to provide benefits to the owner and their key employees to provide for the security of their future as well as add vitality to their portfolio.    Learning Objectives: - Learn about different life insurance strategies that can be implemented for the owner(s), key employees, etc. - Understand how insurance impacts day-to-day business operations all the way to exit. - Acquire actionable insights into insurance planning tailored to the needs of your business owning clients. About the Presenter: Hear from industry expert Brad Newcomb, Regional Vice President. And big thanks to our sponsor, John Hancock!

It's almost August and it's time to put the Fall EPI Chicago Chapter meetings on your calendar! So many excellent programs are on the schedule! Have a look. They are live on the website and you can register now: https://lnkd.in/gima_nrv #exitplanning #familybusiness #cepa Shanda McFadden, CEPA® Rakesh Parikh Tim Oliver Greg Maddox Maryann Czarnota Donna Shin, MBA, CEPA, CRPC® Michael Schodrof, CFA, CEPA