Carter Wilcoxson, CEO and Co-Founder at ePIC Services Company, was interviewed by Adam Torres on Mission Matters Money Podcast.
Beverly Hills , March 23, 2022 (GLOBE NEWSWIRE) -- Carter Wilcoxson talks with Mission Matters about ePIC Services Company, which provides estate and legacy planning solutions for the digital age.
Listen to the complete interview of Carter Wilcoxson with Adam Torres on the Mission Matters Money Podcast.
What mission matters to you?
Driven by his zeal to help people find top-notch planning solutions all in one place, Wilcoxson says it’s his mission to help advisors guide their clients by “delivering education to them to eliminate family fracturing that happens when you don’t do the type of planning that we have incorporated.”
The goal, he notes, is to bridge the divide between people who have a plan to protect and enjoy their wealth in retirement and those who are not only at risk of outliving their retirement savings, but also at risk of having their legacy mishandled by heirs who are unprepared for the responsibility. Cloud-based planning solutions, he says, are an important tool advisors can use to empower their clients.
How did you get started on this path?
From flipping burgers at the age of 14 to becoming a national trainer for P.F. Chang’s, Wilcoxson says he’s been in the service industry in some capacity for most of his life. “I got into it just with that heart of helping people,” he recalls.
Drawing from that same well of enthusiasm, he...
source: https://www.globenewswire.com/news-release/2022/03/23/2408751/0/en/Carter-Wilcoxson-Talks-About-Estate-and-Legacy-Planning-Solutions.html
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Source: Adam Torres / Co-Founder
Release ID: 208477