Course Outline

  • 1

    New Chapter

    • Watch Now

    • What we discuss:

    • Resources

    • Discuss What Matters

Instructor(s)

Partner, Strategic Development and Partnerships (USA)

Sean Hutchinson,

CEPA, CMAA

Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle. Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.

Partner, Strategic Development and Partnerships (Canada)

Cindy Reid-Shelton,

CFP, ChFC, CLU, TEP, CEPA, CBA

Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike. As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).

Julie Keyes

Julie Keyes is a national speaker, teacher and Certified Exit Planner. Her mission with every client or audience is to unpack the mystery of Exit Planning, explain the process and provide a road map for succession that owners can understand, and advisers can implement.

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