Joe Karns
- Thursday Insights l Trust Settlement & Probate: A Tax Perspective l Presented by Kate Langmore, Esq. and Ron Sahmel, CPA
- EPI San Francisco- Virtual-Outcome-Focused Planning; presented by Joe Strazzeri and Shelley Lightfoot
- EPI San Diego- Outcome-Focused Planning; presented by Joe Strazzeri and Shelley Lightfoot
- EPI Orange County-Outcome-Focused Planning; presented by Joe Strazzeri and Shelley Lightfoot
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Francisco- LIVE – Helping Owners Vet and Fill the Gaps: A Cross-Functional Dialogue
- EPI San Diego-When Planning Meets Reality: A Company Sale Through Governance, Succession, and Tragedy; presented by Channing Hamlet, Michael Umansky, and Aaron Malardino
- EPI Orange County-When Planning Meets Reality: A Company Sale Through Governance, Succession, and Tragedy; presented by Channing Hamlet, Michael Umansky, and Aaron Malardino
- EPI Certified Exit Planning Advisor (CEPA) – Online
- BONUS MEETING-EPI Orange County
- Wealth Strategies Co-Counsel 10/20/30 (WSCC) Program
- EPI San Diego-Surviving to Thriving: Which AI Tools Are Essential for Your Practice; presented by Michael Sikorsky, Walter O’Brien, and Strazzeri Mancini Team
- EPI Orange County-Surviving to Thriving: Which AI Tools Are Essential for Your Practice; presented by Michael Sikorsky, Walter O’Brien, and Strazzeri Mancini Team
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Behind The Conversation (BTC)
- Certified Founders Group Associate (CFGA)
- Certified Wealth Planning Advisor (CWPA)
- EPI San Francisco-VIRTUAL – Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
- Virtual Business Owner Interview
- EPI Orange County-Speed Dating: Always Know Who to Call!
- EPI San Diego- Speed Dating: Always Know Who to Call!
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Francisco-LIVE – Speed Dating: Always Know Who to Call!
- EPI San Diego-Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
- EPI Orange County-Emerging Market Opportunities: Scaling Up with Smart Money presented by Colleen Ferrary and Aaron Brand
- EPI Certified Exit Planning Advisor (CEPA) – Online
- VIRTUAL – Virtual Business Owner Interview
- Holiday Party at the Strazzeri Mancini Office
- EPI Orange County- Holiday Party
- EPI San Francisco- Virtual- AI Proof Your Practice with Advanced Counseling and Planning Tools; Presented by Brad Barros and Joe Strazzeri, Esq.
Ela Degen
SCI Academy
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