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More Than Money Family Office, LLC Presents:

FamTec: The Missing Link to The Collaborative Exit Planning Team’s Toolkit

May 21, 2:00 pm

– 2:20 pm

Camelback Ballroom

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About This Session

As a CEPA, you understand the value of a long-lasting working relationship with the rising generations, both pre and post the liquidating event.  But how can you seamlessly engage them as part of your service offering?  We provide a turnkey “FamTec” solution (system, technology, and process) as the “missing link” to the collaborative Exit Planning Team’s toolkit.

www.CEPA-MTM360.com is the way to become the quarterback of the “more than money / preparing heirs” element of the exit planning process.

Learn how to become a “CEPA-Align Partner” and have your own MTM-360 dashboard that provides you with a global view of all family members “more than money wealth.”

Whether you are a DIY advisor or wish to collaborate with our MTM-Navigators that are trained to handle individual family consultations and family forum facilitation, we provide you with the tools to meet your needs.

You will leave this session with a new high-margin, residual revenue source as a CEPA.

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Monroe Diefendorf, Jr.

Learning Objectives

Discover how “FamTec” can work for your practice
Learn how to become a CEPA-Aligned Partner
Gain a new high-margin residual revenue source

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