Crystal Law of Edward Jones receives Certified Exit Planning Advisor Designation

Published 10:13 pm Monday, May 16, 2022

Financial Advisor Crystal Law of the financial services firm Edward Jones, in Milledgeville, has earned the Certified Exit Planning Advisor®, or CEPA®, professional designation from the Exit Planning Institute®, a program designed to enhance skills for serving business owner clients.

Study topics include various aspects of business and succession planning, including assessing business readiness and personal financial preparedness; engaging with the client team of CPAs, attorneys, and other professionals; integrating strategies into professional, personal and financial goals; and building and preserving family wealth for future generations.