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Heidi Westfall Earns Certified Exit Planner Advisor (CEPA®) Designation

FOR IMMEDIATE RELEASE 
Media Contact: Nicole Adleman
Firm: RTI Wealth Management  
E-mail address: nadleman@rtiwm.com
Phone: 970-236-8800

Heidi Westfall Earns Certified Exit Planner Advisor (CEPA®) Designation

SALT LAKE CITY, Utah (October 8, 2021)— RTI Wealth Management is pleased to announce that Heidi Westfall, Wealth Advisor, has earned a CEPA® designation from the Exit Planning Institute™. 

Ms. Westfall says, “I grew up in a family that was self-made through closely held businesses. When I became a wealth advisor, I was drawn to working with other business owners to help them realize their value and the value of their businesses. I don't know if it is a cultural or an entrepreneurial mindset, but owners give their all to building businesses without thinking about how to exit from them. Conversations about how to realize the value in their businesses do not occur often enough. 

“Finding the right resources requires having those conversations and looking ahead well before a business owner is ready to exit. Helping business owners gain that knowledge and applying it to successfully grow their business or transition out on their own terms is my passion.”

The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.

CEPA® Advisors can offer the following services:

  • Business Value Acceleration
  • Comprehensive Financial Planning
  • Generational Wealth Planning 
  • Retirement Plan Implementation & Servicing
  • Liability Review & Risk Management
  • Investment Review & Asset Management 
  • Tax Planning & CPA Liaison
  • Quarterback for Your Advisory Team

“As an independent Financial Services firm, our business goes well beyond the basics of investing in stocks and mutual funds. Our dedicated team of professionals believe that the client always comes first, and it is our job to guide them to and through retirement. Our name and business foundation are based on our own Seven Pillars: Risk Management, Retirement Plan Development, Transition & Continuity Planning, Tax Planning, Trust & Estate Planning, Investment Planning, and Income Planning. 

“The CEPA® designation adds value by giving our advisors the tools they need to help clients realize and surpass their goals, to deal with unforeseen events, and to leave a financial legacy they have spent a lifetime building to their heirs and loved ones,” says Phil Loring, CEO of RTI Wealth Management.

About RTI Wealth Management

RTI Wealth Management is a team of professionals with financial, business, technical and personal experience to service all clients’ needs. We work together to constantly improve the services we offer for the success of our clients. As a navigator, we truly get to know our clients and build friendships with them. We act with integrity and honesty through the entire process. The most important success is that of our clients.

RTI Wealth Management understands that no one strategy fits everyone. That’s why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping clients develop a strategy to address their financial goals and objectives using the most efficient methods available.

We recognize that everyone encounters challenges along the way. That’s why RTI Wealth Management strives to anticipate and address those situations as they occur. We want to keep clients on track toward a meaningful and purpose-driven financial future.

To learn more about how Heidi Westfall and RTI Wealth Management can help you plan your future financial well-being, please visit https://www.rti-wealth.com/.

About the CEPA® Program

The Certified Exit Planning Advisor® program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.

To receive the CEPA® designation, candidates complete a rigorous 4-day program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.

About the Exit Planning Institute

The Exit Planning Institute delivers interactive education and training, performance-enhancing resources, and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve the educational and resource needs of wealth managers, financial planners, accountants, management consultants, attorneys, M&A advisors, commercial lenders, and other business advisors, the Institute is considered the standard trendsetter in the field of exit planning. It is the only organization that offers the Certified Exit Planning Advisor (CEPA) program which qualifies for continuing educational credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

The Exit Planning Institute serves as a platform for creating awareness, advisor collaboration, innovative learning, continuing education, defining methodology, research, thought leadership, and practice development. Certified Exit Planning Advisors help to identify, protect, build, harvest and manage wealth to assist business owners and their families through an ownership transition.

To learn more about the Exit Planning Institute, please visit www.Exit-Planning-Institute.org.

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Any LPL Financial registered representative associated with RTI Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.