We are pleased that Conejo Valley Lifestyle has featured Terri Hilliard in their September 2020 issue. Click the article below to read the full version or check it out on page 56 of your copy of the issue!
Community Spotlight
Month: September 2020
CEPA Program Completion
I’m excited to announce I have recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI) to better serve my clients and their families. Our practice believes in a multidisciplinary approach to asset preservation for individuals Continue reading