July 24--EDWARDSVILLE-- Sivia Law Firm's Todd Sivia recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute's (EPI) intensive five-day ...

If you’re a business owner, you’ll most likely be facing many complicated decisions when it comes time to retire — after all, selling a business is a major life event. To help you navigate this ...

MIAMI--(BUSINESS WIRE)--Miami-based UBS Financial Services Inc. (NYSE: UBS) advisor, Carlos E. Lowell, recently earned the Exit Planning Institute’s CEPA designation. The Certified Exit Planning ...

Both join prestigious, international community of business advisors that are members of the Exit Planning Institute Cholet has extensive experience in helping business owners to transition into ...

FRANKLIN, Tenn., March 1, 2021 /PRNewswire/ -- HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin ...

Fargo, ND – November 18, 2025 – Angie McCarthy, CFP®, CDFA®, CEPA® CRPCTM a Private Wealth Advisor with McCarthy Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, ...

PARSIPPANY, NJ / ACCESS Newswire / July 22, 2025 / International Financial Advisory Group, Inc. (IFA) today announced that its President, Thomas J. O'Connell, has been awarded the Accredited Estate ...

NEW YORK--(BUSINESS WIRE)--UBS is proud to announce that Reed Fawley and Lance Cholet, Private Wealth Advisors in the firm's CORAL Investment Partners team in New York, recently earned the Certified ...