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EXIT
PLANNING
MASTER
CLASS

WORKSHOP

Joe Laux, CFP®, CPWA®, CEPA®
CEO | President
Certified Private Wealth Advisor

David Bean, CPA®, CEPA®
Owner | Advisor
Fractional CFO & M&A Consulting

Joe's Video

Discover the tools to uncover your

Vision and Purpose

Preparing Yourself Personally for Life Beyond Your Business

Wealth Gap

The Creation of a Sustainable Financial Plan and the Role your Business Plays

Value Creation

Building a Sustainable, Scalable and Transferable Business

WORKSHOP

$1,295.00 - Ends: 1/31/2023

$1,495.00

February 28th,2023
8am-12pm
1pm-2pm optional lunch and Q&A session

March 1st, 2023
12pm-4pm lunch provided
4pm-5pm optional Q&A session

Location: North Scottsdale

Seating is limited. Register by 1.31.2023 to receive $500 off the registration fee.