Get Feed for iCal (Google Calendar). This is for subscribing to the events in the Calendar. Add this URL to either iCal (Mac) or Google Calendar, or any other calendar that supports iCal Feed.
- 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