Michael Foltz and Jim King Present at the Exit Planning Institute

On May 22nd Michael Foltz JD, CPA, CFP® and Jim King CPA, CFP® presented “Financial Planning for Business Owners” at the Certified Exit Planning Advisor Program presented by the Exit Planning Institute.

The CEPA Program is an MBA style program taught by nationally recognized experts in their respective fields and offers professionals the strategic tools to help them advance their exit planning practice.