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
Location: North Scottsdale
Seating is limited. Register by 1.31.2023 to receive $500 off the registration fee.