Joe Karns
- EPI Orange County – The Perspective Series: Entrepreneurs Revealed (Business Owner Panel Discussion)
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – Pre-Empted for our CFGA Program
- Certified Founders Group Associate (CFGA)
- Thursday Insights | Pre-empted for the Certified Founders Group Associate Program
- Thursday Insights | Create a Practice That Reflects Who You Want to Be | Presented by Joe Strazzeri, Esq. and Shelley Lightfoot
- The Perspectives Series – Entrepreneurs Revealed
- Thursday Insights | 8 Myths of Life Insurance Settlements – Debunked! | Presented by Lisa Rehburg
- EPI Orange County – Exit Planning Case Study Session 1: Opening Conversations with Business Owners
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – Exit Planning Case Study Session 1: Opening Conversations with Business Owners
- Thursday Insights | The Five Forms of Business Valuations and the Role Each Play in the Exit Planning Process | Presented by Melisa Silverman
- Thursday Insights | Funding: The Critical Role of Advisors | Presented by Kate Langmore, Esq. and Danny Wexler, Esq.
- Thursday Insights – Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event
- Thursday Insights | Beyond Yellowstone: Advantages of WY Trusts for Your Clients | Presented by Marty Oblasser, Esq. and Tassma Powers, Esq.
- EPI Orange County – Speed Dating Part 2: Always Know Who to Call!
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – Speed Dating Part 2: Always Know Who to Call!
- Thursday Insights | Case Study: When Family Business Conflict Stalls Business Succession Planning | Presented by Joe Strazzeri, Esq. and Shelley Lightfoot
- The Perspectives Series – Entrepreneurs Revealed
- Thursday Insights | Creating a Team to Establish and Administer a SNT | Presented by Stephen Dale, Esq., Herb Thomas, and Pete Wall
- Thursday Insights | Enhancing Business Value During a Recession – Don’t Just Survive, Thrive! | Presented by Jeffrey Kates and Michael Beck
- EPI Orange County – Business Succession Tax Planning Case study – Understanding the Math; presented Greg Banner, CFP ®, CLU ®, CRTP and Joe Strazzeri, Esq.
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Diego – Business Succession Tax Planning Case Study – Understanding the Math; presented Greg Banner, CFP ®, CLU ®, CRTP and Joe Strazzeri, Esq.
- Thursday Insights | When There Are Multiple Advisors at Bat “Who Do What You Do” | Presented by Joe Strazzeri, Esq. and Matt Hansen
- EPI Summit – Scottsdale, AZ
- Behind the Conversation (BTC) at Scottsdale, AZ
- Thursday Insights – Pre-empted for the Exit Planning Summit 2023
- Thursday Insights | Intentionally Defective Trusts (IDGTs) | Presented by Steve Mancini, Esq. and Alexis Bastedo, 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 Certified Exit Planning Advisor (CEPA) – Online
Ela Degen
SCI Academy
https://sciacademy.socialjack.com/wp-content/uploads/2021/06/SCI-Logo-Final-150dpi.png