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EPI Wisconsin Presents "The Power of the Putt Putt"

Exit Planning Institute, Wisconsin Chapter, is Hosting a Fun, Competitive Golf Skills Event on July 13, 2023 at Westmoor Country Club

Reik Owen, CPA, CEPA, President of EPI Wisconsin
Reik Owen, CPA, CEPA, President of EPI Wisconsin

The Wisconsin Chapter of The Exit Planning Institute (EPI) hosts “The Power of the Putt Putt” on July 13, 2023, 3:00 p.m. – 6:00 p.m. The event will be held at Westmoor Country Club, 400 S Moorland Road, Brookfield, Wis. This is a social event to network with other business advisors and test your putting skills at the same time.

The EPI Wisconsin Chapter is built around bringing together a local community of advisors to collaborate, share best practices, and spread exit planning awareness. Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals. Network and connect with like-minded individuals within the exit planning industry this month at Westmoor Country Club.

Erik Owen, president of EPI Wisconsin, said, “Since exit planning requires a team, we are focusing our efforts on relationships in our next event. We will be building those relationships so we can serve our clients better through teamwork and referrals. We will also have some fun with a competitive golf skills event. Come join the fun on July 13th.”

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Registration for the program is $25.00. To register: https://share.hsforms.com/1tLWK4_tXSG2WuwOof7wD4A43422

Sponsors of the program are PNC Bank, I.A.G. Wealth Partners, Oak Hill Business Partners, Provenance Hill Consulting, LLC, Waypointe Private Capital, and Murphy Associates.

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The Wisconsin Chapter of the Exit Planning Institute is a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their business. The Wisconsin Chapter is a community of professional advisors that collaborate to address the unique needs of the community.

EPI Wisconsin develops educational and networking programs for business owners and professional advisors to build awareness and better prepare an owner for the successful growth and exit of their business. Our chapter develops, encourages, and fosters the adoption of best practices for the exit planning profession. For more information, contact Erik Owen at 262-299-5526 or visit www.EPIWisconsin.org.

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