Financial Advisor Bundle (Corporate Rate) 2026 Summit Network and connect with like-minded

Network and connect with like-minded individuals within the exit planning industry this March at Central Standard Craft Distillery for specialty liquor and food tasting

Mastering the five behaviors crucial for every team

It targets a primary audience of professional advisors

how professional advisors can help mitigate the risks associated with the 5 Ds

At 2 meetings per year: Materials at attendee seats

Financial Advisor Bundle (Corporate Rate) 2026 Summit Network and connect with like-mindedLearn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022