Joe Karns
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights | From Idea to Exit: A CEO’s Playbook for Building and Selling a Business | Presented by Michael Caito, Entrepreneur and CEO
- EPI San Francisco – LIVE – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- Thursday Insights | The Changing Landscape of SNT Planning | Presented by Stephen Dale, Esq.
- EPI San Diego – Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All with Mike Rudow and JJ Richa
- EPI Orange County – Wealth Gaps, Value Gaps, Profit Gaps . . . Making Sense of it All presented by Joe Seetoo and JJ Richa
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights | Helping Business Owners Choose Their Transition Path | Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Jeff Kates, MBA CEPA
- Thursday Insights | Getting to the Heart of Highly Relevant Matters and Resolving Messes | Presented by Joe Strazzeri, Esq. and Shelley Lightfoot
- EPI San Francisco – Pre-Empted for Labor Day Weekend
- Thursday Insights | Six Key Decisions in Establishing a Charitable Trust | Presented by Chuck McLucas
- EPI San Diego – Counseling to Commitment in 3 Parts; presented by Joe Strazzeri and Greg Banner
- EPI Orange County – Counseling to Commitment in 3 Parts; presented by Joe Strazzeri and Greg Banner
- Certified Founders Group Associate (CFGA)
- Behind the Conversation (BTC)
- Certified Wealth Planning Advisor (CWPA)
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights | Reimagining Retirement: ‘Third Act’ Conversation Starters for Forward-Thinking Advisors | Presented by Cara Gray (CPRC), CEPA
- Thursday Insights | Own the Negotiation Table | Presented by Brian Goodhart
- EPI San Francisco – VIRTUAL – Put a Pin In It – Meeting Your Clients Where They Are; Presented by Sean Hutchinson
- EPI San Diego – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- EPI Orange County – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- Thursday Insights | The Top 10 Questions to Ask Your Real Estate Clients | Presented by Jason Bush
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights | Protecting Your Clients from Financial Elder Abuse | Presented by Carl Jones, Esq.
- EPI San Francisco – LIVE – Investigating Exit Options – Panel Discussion; Presented by Joe Strazzeri, Esq. and Peter Myers, Esq.
- Thursday Insights | M&A Nightmares: True Tales from Over 37 Years of Deals | Presented by Marla Merhab Robinson
- EPI San Diego – Helping Owners Choose Their Business Succession Path; presented by Andrea Steinbrenner and Shelley Lightfoot
- EPI Orange County – Helping Owners Choose Their Business Succession Path; presented by Andrea Steinbrenner and Shelley Lightfoot
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights | Trustee Training: Rights and Responsibilities | Presented by Kate Langmore, Esq. and Daniella Harrington
- Strazzeri Mancini and Southern California Institute Holiday Open House
Ela Degen
SCI Academy
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