Episode 28: Kellie Sheryak - Exit Planning Institute
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Description
Kellie serves as the President of the local chapter of Exit Planning Institute, an organization that encourages communication and collaboration with advisors that serve business owners. She founded the organization...
show moreShow Links
Website - www.execuity.com
Email: linda@execuity.com
Facebook - @Execuity
Facebook Group - @WealthEmpowermentStateOfMind
Instagram - @WeStateOfMind
Guest Links
Learn more at:
Website: advisors.ubs.com/scdk/
LinkedIn: kelliesheryak
Information
Author | Speakeasy Podcast Network |
Website | - |
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