Joan Appointed Chairperson

Posted: Jun 10, 2009

Joan was recently tasked with oversight of the committee to develop: a new professional exit planning designation; code of ethics; application process; designee qualifications; curriculum; and continuing education.  The new designation is slated to be launched in March, 2010 by Pinnacle which is headquartered in Boston. "Having prepared numerous exit plans, and being a national leader in this new profession, makes Joan an excellent choice to head up this challenging initiative", says John Leonetti.