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Webinar: Integrating Business Exit Planning and Philanthropic Planning for Greater Impact
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Webinar: Integrating Business Exit Planning and Philanthropic Planning for Greater Impact

3/18/2025
When: Tuesday, March 18, 2025
12 noon Pacific | 3 pm Eastern
Where: Zoom
United States


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About the webinar... 

Integrating Business Exit Planning and Philanthropic Planning for Greater Impact

As a large cohort of business owners look to exit their businesses in the coming years, navigating the exit process can be treacherous as historically very few businesses are successfully sold and 75% of business owners later regret selling their business (Exit Planning Institute). However, with effective exit planning, business owners can not only facilitate better personal and financial outcomes for them and their families, but exit planning can also increase the impact of their philanthropy. Learning outcomes includes: strategies and techniques to increase philanthropic impact through exit planning, and incorporating exit planning into a trusted advisor’s practice. 

About the presenter...

  

David Flores Wilson, CFA, CFP®, AEP®, CEPA

David helps professionals and business owners in New York City achieve financial freedom and beyond. Named Investopedia Top 100 Financial Advisors in 2019 and 2020 and WealthManagement.com 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory. His financial guidance has appeared on CNBC, the New York Times, US News & World Report, Kiplinger, and Investment News. A graduate of University of California, Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Certified Exit Planning Advisor (CEPA®), and Certified College Financial Consultant (CCFC) designations. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with the Entrepreneur Organization Accelerator Program, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), the Financial Planning Association of Metro New York, and the Exit Planning Institute. He enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding.
 
 

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