3 min

How Can a CEPA Help You‪?‬ Investors' Insights and Market Updates

    • Self-Improvement

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your […]

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your […]

3 min