BROOKINGS Financial adviser Cam Jones of the financial services firm Edward Jones in Brookings has received the “certified exit planning adviser” designation through the Exit Planning Institute.
This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals. The course of CEPA study expands a financial advisers knowledge base in the following business-focused areas:
- Exit planning considerations for business owners
- The importance of business valuation
- Personal financial management
- Estate and charitable intent strategies
- Estate considerations
Jones and senior branch office administrator Chelsea Heckel can be reached at 605-627-1044. You may also visit Jones website at edwardjones.com/cam-jones.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada.
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