Courses: 1001
As an entrepreneur and financial and business advisor for over 35 years, Eric Donner has built numerous companies focused on advanced tax, business, and financial planning. He also created several marketing businesses to support financial advisors in their business development efforts. In his most recent entrepreneurial effort, Eric Donner has co- founded the company Six Months and A Day, LLC with his son Josh Donner. Six Months and a Day (www.sixmonthsandaday.com) helps advisors help clients plan for a change of domicile by providing accountants, attorneys and financial advisors with proprietary software, training and marketing tools.
As a former resident of New York and New Jersey who moved to Florida, Eric understands the current change of domicile opportunity . Combining his deep knowledge of advance planning and marketing with the change of domicile process, Mr. Donner and team have developed an automated software system for advisors to use with their clients. Eric spends the majority of his time creating marketing and educational tools for Six Months and a Day.
In addition to Six Months and a Day, Eric Donner continues to work with a small group of select high net worth families and business owners with their estate and business planning needs. Eric is the owner of Clear Advice Financial and Clear Advice Business, and as a Certified Exit Planner has a focus on business exit planning. Eric created a proprietary business exit planning process to help successful business owners prepare for their future exit. He is married and lives in Highland Beach, FL and is involved in numerous charities. He also enjoys running, golf, hiking and traveling around the country in his RV.
Professional Credentials
- Chartered Financial Consultant (ChFC) (American College)
- Certified Exit Planner (CExP) (Business Enterprise Institute)
- Chartered Advisor in Philanthropy (CAP) (American College)
- Chartered Life Underwriter (CLU) (American College)