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Congratulations to the 2017 Excellence in Exit Planning Award Winners!
by Member Experience on September 23, 2017
Image: Scott Snider, EPI Vice President; Julie Keyes, CEPA, 2017 Leader of the Year Honoree; Michael Trabert, CEPA, 2017 Peter Christman Exit Planner of the Year Honoree; Christopher Snider, EPI CEO/President (not pictured: Stephen Capizzi, CEPA, 2017 Member of the Year Honoree)
The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and we’d like to extend an official congratulation to the 2017 Honorees:
- 2017 Exit Planner of the Year: Michael Trabert, CPA, CVA, CMAP, CEPA, CM&AA, Partner at Skoda Minotti
- 2017 Leader of the Year: Julie Keyes, CEPA, Founder of KeyeStrategies, President of EPI Twin Cities Metro Area
- 2017 Member of the Year: Stephen Capizzi, CEPA, CFP, Founder/Managing Principal of Apex Exit Advisors, President of EPI Georgia
A special thank you to BNY Mellon Wealth Management, the 2017 Exit Planning Summit Title Partner and the Sponsor of the Excellence in Exit Planning Awards.
Learn more at www.bnymellonwealth.com.