Joe Karns
- 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 Los Angeles – Mastering Cash Flow Management: Projections and Strategies for Business Success During Retirement | Presented by Drew Saberhagen, Izett Garnett, and Anthony Sands
- Thursday Insights l Hone Your Counseling Skills to Maximize Your ROE² l presented by Kari Voorhees, Esq. and Shelley Lightfoot, CEPA
- Virtual Business Owner Interviews
- Thursday Insights l Trust Settlement & Probate: A Tax Perspective l Presented by Kate Langmore, Esq. and Ron Sahmel, CPA
- EPI Los Angeles
- EPI San Francisco- Virtual-Outcome-Focused Planning; presented by Joe Strazzeri and Shelley Lightfoot
- EPI San Francisco-VIRTUAL – Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
- Virtual Business Owner Interview
- VIRTUAL – Virtual Business Owner Interview
- EPI San Francisco- Virtual- AI Proof Your Practice with Advanced Counseling and Planning Tools; Presented by Brad Barros and Joe Strazzeri, Esq.
Zoom Meeting
SCI Academy
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