Joe KarnsEPI Chapter Meetings
- EPI Orange County – The Perspective Series: Entrepreneurs Revealed (Business Owner Panel Discussion)
- EPI San Diego – Pre-Empted for our CFGA Program
- EPI LA – Conversation with Business Owners – Selling an Entrepreneurial Business – The Good The Bad The Ugly
- EPI Orange County – Exit Planning Case Study Session 1: Opening Conversations with Business Owners
- EPI San Diego – Exit Planning Case Study Session 1: Opening Conversations with Business Owners
- EPI LA – Charitable Planning for Business Owners
- EPI Orange County – Speed Dating Part 2: Always Know Who to Call!
- EPI San Diego – Speed Dating Part 2: Always Know Who to Call!
- The Perspectives Series – Entrepreneurs Revealed
- EPI LA – Conversations with Business Owners – Insights from a Client’s Exit Planning Discovery Process
- EPI Orange County – Business Succession Tax Planning Case study – Understanding the Math; presented Greg Banner, CFP ®, CLU ®, CRTP and Joe Strazzeri, Esq.
- EPI San Diego – Business Succession Tax Planning Case Study – Understanding the Math; presented Greg Banner, CFP ®, CLU ®, CRTP and Joe Strazzeri, Esq.
- EPI LA – Navigating a Sale: An Interactive Process
- EPI Orange County – Successful Succession – Finding the Right Fit; Presented by Jeremy Lau, CFA®, CFP® and Ted Ong, Principal
- EPI San Diego – Selling Your Advisory Practice – Does it Make Sense?; Presented by Maureen Verduyn, CFP, EA, M.Ed. and Nick Gardner, CFP
- The Perspectives Series – Entrepreneurs Revealed
- EPI LA – Shifting from Operations to Preparing for a Sale of the Business to Creating Life’s Next Chapter