Joe Karns
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights: A Candid Look at ESOPs; presented by David Blauzvern and John Marino
- Behind The Conversation (BTC)
- Certified Founders Group Associate (CFGA)
- Certified Wealth Planning Advisor (CWPA)
- Thursday Insights: Outcome-Focused Planning; presented by Joe Strazzeri, Esq. and Sal Strazzeri, JD
- EPI San Francisco-VIRTUAL – Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
- Virtual Business Owner Interview
- EPI Orange County-Speed Dating: Always Know Who to Call!
- EPI San Diego- Speed Dating: Always Know Who to Call!
- Thursday Insights: Stop Selling. Start Listening. One skill that turns a prospect into a client for life; presented by Paige Wilhide
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights: Dealing with Business Entities After a Death; presented by Maureen Verduyn, CFP, M.Ed., CEPA and Kate Langmore, Esq., Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization)
- EPI San Francisco-LIVE – Speed Dating: Always Know Who to Call!
- EPI San Diego-Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
- Thursday Insights: Fireside Chat about The Five Limitations to Progress; presented by Garrett D’Alessandro and Shelley Lightfoot
- EPI Orange County-Emerging Market Opportunities: Scaling Up with Smart Money presented by Colleen Ferrary and Aaron Brand
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights: Emerging Wealth Solutions; presented by Steve Mancini, Esq. and Sal Strazzeri, JD
- VIRTUAL – Virtual Business Owner Interview
- Holiday Party at the Strazzeri Mancini Office
- EPI Orange County- Holiday Party
- EPI San Francisco- Virtual- AI Proof Your Practice with Advanced Counseling and Planning Tools; Presented by Brad Barros and Joe Strazzeri, Esq.
Ela Degen
SCI Academy
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