Family Stewardship with Trudy Pelletier FEA | CEPA | CEC

Jesse Hill Tier 3 IT | Family Succession

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Jesse Hill is second generation owner of Tier 3 IT. Leveraging 30+ years of expertise, the Tier3 team is a group of...
Family Stewardship with Trudy Pelletier FEA | CEPA | CEC

Robert Welke, MExit, CEPA, B.Comm. CVB, Author

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Join us for our conversation with Robert Welke, a Certified Exit Planning Advisor (CEPA) and Author, who helps...
Jason Watt, Succession of Family Enterprise

Jason Watt, Succession of Family Enterprise

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Jason Watt, educator and advisor support in obtaining their financial planning designations speaks about the...