Olson Wealth Group is Proud to Announce, Sharon Olson Earns Prestigious CEPA Designation
Share Article MINNEAPOLIS (PRWEB) March 15, 2021 OLSON WEALTH GROUP, a nationally recognized wealth management firm serving a select group of clients and families, announces, Sharon Olson, CFP, has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. Sharon Olson joins an elite group of business advisors who have received this designation and are a part of the Exit Planning Institute s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program globally.
The Certified Exit Planning Advisor program certifies advisors who work closely with owners of privately held companies. The program s organizing principle is Master Planning, the alignment of the three legs of the stool (business, personal, financial