CEPA Success Bundle CEPA Programs 2026 (Corporate Rate) How to identify if a

How to identify if a technology initiative fits in your pre-sale timeline

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2024 | Where: Marco Island

This discussion will provide an overview of different charitable planning strategies

CEPA Success Bundle CEPA Programs 2026 (Corporate Rate) How to identify if aBundle your CEPA Registration with both the CEPA Exam Prep Course and Empowering Conversations With Business Owners EPI Academy courses to save $298! Full course descriptions listed below: Empowering Conversations With Business Owners: What is an "empowering conversation?" When it comes to discussing exit planning with your clients, it's the catalyst for triggering owner action. This course shows you as an advisor how to deploy these conversations,