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Financial adviser Ginger Quam of the financial services firm Edward Jones in Minot has received the Certified Exit Planning Advisor, or CEPA, 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 advisor’s knowledge base in exit planning considerations for business owners, the importance of business valuation, personal financial management and estate and charitable intent strategies.