Selling to Business Owners Bundle (MAY SPECIAL) CEPA 2024 (Corporate Rate) Virtually on Zoom and In-Person

Virtually on Zoom and In-Person at: The Towers at Williams Square | 5215 N O’Connor Rd Suite 2600

How covid effected the planning process

Presentation by advisors in the work to business owners and professional advisors on how to increase value and lead to a successful transition for all involved

The short demos will be given throughout Monday and Tuesday during the Summit

How to close the project opportunity

Selling to Business Owners Bundle (MAY SPECIAL) CEPA 2024 (Corporate Rate) Virtually on Zoom and In-PersonSelling to Business Owners Bundle Learn how to elevate the impact of your CEPA credential and better position yourself to qualified business owner prospects with this diverse set of resources and tools, all focused on gaining more business owner clients through exit planning. 3 Part Live Virtual Q&A with EPI President, Scott Snider: Join Scott Snider in this virtual series where he'll cover the different elements that make up a best in class advisor