Joe Karns
- Thursday Insights l EO Advantage: Unlocking Employee Ownership for Your Clients l Presented by Stacey Smith and Zarin Kresge
- EPI San Diego- SPEED DATING: ALWAYS KNOW WHO TO CALL!
- EPI Orange County-SPEED DATING: ALWAYS KNOW WHO TO CALL!
- Certified Founders Group Associate (CFGA)
- Behind The Conversation (BTC)
- Certified Wealth Planning Advisor (CWPA)
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights l Credibility Meets Visibility: Closing the Trust Gap l Presented by Rob Pene
- Thursday Insights l Maximizing the Value of Existing Life Insurance Policies – For Corporate Advisors and Trust & Estate Professionals l Presented by Doug Himmel
- EPI San Francisco-LIVE- SPEED DATING: ALWAYS KNOW WHO TO CALL!
- EPI San Diego- Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes; Presented by Jeff Kim and Stephanie Gilezan
- EPI Orange County- Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes; Presented by Jeff Kim and Stephanie Gilezan
- Thursday Insights l The Intersection of Estate and Business Entity Planning l Presented by Kate Langmore, Esq. and Victoria Ralis, Esq.
- Exit Planning Summit
- Thursday Insights l Your Security Mindset: The Missing Layer in Protecting Your Most Valuable Assets l Presented by Traci Shirachi
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Virtual Business Owner Interviews
- EPI San Fransisco- Virtual- Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes; Presented by Jeff Kim and Stephanie Gilezan
- Thursday Insights l Planning for Uncommon & Alternative Assets Including Cryptocurrency Innovation l Presented by Greg Banner and Ann Rosevear
- EPI San Diego- The Real Meaning Behind a Valuation – Advice Through Knowledge; Presented by Jeff Kates
- EPI Orange County- The Real Meaning Behind a Valuation – Advice Through Knowledge; Presented by Jeff Kates
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights l Intentionally Defective Trusts (IDGTs) l Presented by Steve Mancini, Esq. and Victoria Ralis, Esq.
- Thursday Insights l Understanding and Using a Business Valuation to Unlock and Increase Enterprise Value l presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
- EPI San Francisco- LIVE- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- Thursday Insights l Hone Your Counseling Skills to Maximize Your ROE² l presented by Kari Voorhees, Esq. and Shelley Lightfoot, CEPA
- EPI San Diego- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- EPI Orange County- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- DriveValue Growth and Impact Week
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights l Trust Settlement & Probate: A Tax Perspective l Presented by Kate Langmore, Esq. and Ron Sahmel, CPA
- EPI San Francisco- Virtual
- EPI San Diego
- EPI Orange County
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Francisco- Live
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Wealth Strategies Co-Counsel 10/20/30 (WSCC) Program
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Certified Founders Group Associate (CFGA)
- Behind The Conversation (BTC)
- Certified Wealth Planning Advisor (CWPA)
- EPI Certified Exit Planning Advisor (CEPA) – Online
Ela Degen
SCI Academy
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