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

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

Jason Vance, BubbleUp Marketing, Lessons Learned

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’s Vance, Digital Marketing Strategist, BubbleUp, speaks frankly about his experiences in buying and...
Robert Welke, MExit, CEPA, B.Comm. CVB, Author

SMART SHifT

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. SMART: Sales & Marketing Activity Resources Templates SMART is where efficiency & productivity meet....
Robert Welke, MExit, CEPA, B.Comm. CVB, Author

An Employer’s Culture Journey

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. Chris Collins has been in the “trenches” since the beginning. He started his journey with the...