Joe Karns
- Thursday Insights | Intentionally Defective Trusts (IDGTs) | Presented by Steve Mancini, Esq.
- EPI Orange County – Successful Succession – Finding the Right Fit; Presented by Jeremy Lau, CFA®, CFP® and Ted Ong, Principal
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights | Reduce Costs and Increase Productivity: Benefits that Help Employees Manage Caregiving Responsibilities | Presented by Lisa Rill
- EPI San Diego – Selling Your Advisory Practice – Does it Make Sense?; Presented by Maureen Verduyn, CFP, EA, M.Ed. and Nick Gardner, CFP
- Thursday Insights | Trustee Training: Rights and Responsibilities | Presented by Kate Langmore, Esq. and Danny Wexler, Esq.
- EPI Orange County – Maximize the Value of Human Capital presented by Ailene Dewar, Daniel Feiman, and Joshua Walters
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – Maximize the Value of Human Capital; presented by Joshua Walters, Daniel Feiman, and Ailene Dewar
- EPI Orange County – Speed Dating Part 3: Always Know Who to Call!
- EPI San Diego – Speed Dating Part 3: Always Know Who to Call!
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI Orange County – Fiduciaries: Individuals, Companies, Trust Companies, and Banks; presented by Ann Rosevear and David Osgood
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – Fiduciaries: Individuals, Companies, Trust Companies, and Banks; presented by Ann Rosevear and David Osgood
- Certified Founders Group Associate (CFGA)
- EPI Orange County – Case Study: When Family Business Conflict Stalls Business Succession Planning, presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA
- EPI San Diego – Case Study: When Family Business Conflict Stalls Business Succession Planning, presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI Orange County – M&A Deal Breakers and War Stories, presented by Channing Hamlet and Michael Kim
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – M&A Deal Breakers and War Stories, presented by Channing Hamlet and Michael Kim
- Strazzeri Mancini and Southern California Institute Holiday Open House
- EPI Orange County – HOLIDAY MIXER
Ela Degen
SCI Academy
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