GREENVILLE, SC – James N. Haltiwanger, Jr., a Financial Advisor with Raymond James & Associates in Greenville, SC, recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program.
“We’re thrilled to congratulate James on earning the CEPA,” says Complex Manager Brian Flemmer, “and know that his expertise will further enable him to provide high quality service and specialized financial guidance for our clients.”
As a Certified Exit Planning Advisor, Haltiwanger helps to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition. “I enjoy cultivating personal relationships with business owners and their families to help them navigate the complexities of selling a business,” says Haltiwanger.
To reach James, call the Raymond James branch in downtown Greenville at 864-370-2050 or visit jameshaltiwangerjr.com.
About the CEPA Program
The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.
To receive the CEPA designation, Haltiwanger completed the rigorous 4-day program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.17 trillion. Additional information is available at www.raymondjames.com.
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