Joe Karns
- EPI San Diego – Building the Future: Succession Planning Through Leadership Development; presented by Daniel Feiman
- Thursday Insights | Unlocking Gen Z at Work: A Generational Impact Study 2024 | Presented by Dan Negroni
- EPI LA – PROTECTING FAMILY BUSINESSES IN TODAY’S LEGISLATIVE ENVIRONMENT AND NEW POLICY CONSIDERATIONS THIS TERM; Presented by Patricia Soldano
- Thursday Insights | The Receptivity Meter & Relationship Tending | Presented by Shelley Lightfoot
- Thursday Insights | Pre-empted for Strazzeri Mancini LLP and Southern California Institute Team Building Event
- Thursday Insights | Estate and Asset Protection Planning for Digital Assets | Presented by Jeffrey Verdon, Moish Pelz, and Kyle Lawrence
- EPI Orange County – An ESOP Guide for the Perplexed; presented by David Blauzvern
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- The Perspectives Series – Entrepreneurs Revealed
- Certified Founders Group Associate (CFGA)
- EPI San Diego – An ESOP Guide for the Perplexed; presented by David Blauzvern
- Thursday Insights | Pre-empted for the Certified Founders Group Associate Program
- Behind the Conversation (BTC)
- Certified Wealth Planning Advisor (CWPA)
- EPI LA – DON’T JUST SELL YOUR BUSINESS, PRESERVE IT USING TAX, ESTATE, AND CHARITABLE STRATEGIES; Presented by Robert Owen, Jennifer Kowal and Rudy Flesher
- Thursday Insights | What to do with the Real Estate When Selling a Business | Presented by Jeff Kim and Stephanie Gilezan
- Thursday Insights | The Five Forms of Valuations and the Role Each Play in the Exit Planning Process | Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
- EPI Orange County – UHNW COLLABORATIVE CASE STUDY: MULTIPLE ADVISORS WITH LOTS OF MOVING PARTS; presented by Mo Mahoney and Jason Giorgio
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI San Diego – UHNW COLLABORATIVE CASE STUDY: MULTIPLE ADVISORS WITH LOTS OF MOVING PARTS; presented by Mo Mahoney and Jason Giorgio
- Thursday Insights | How to Become the Trusted Advisor to Business Owners (Specific to the Sale of their Business) | Presented by Scott Bushkie
- EPI LA – ESOPS FOR THOSE THAT DON’T WANT TO SELL TO A THIRD PARTY; Presented by David Blauzvern
- Thursday Insights | The Intersection of Estate and Business Entity Planning | Presented by Kate Langmore, Esq. and Victoria Ralis, Esq
- Thursday Insights | Intentionally Defective Trusts (IDGTs)? | Presented by Steve Mancini, Esq.
- EPI Orange County – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI San Diego – SPEED DATING: ALWAYS KNOW WHO TO CALL!
- Thursday Insights | Tools to Clearly Define Your Value, Cause Engagement, Realize Client Assets, and Partner Successfully | Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA
- The Perspectives Series – Entrepreneurs Revealed
- EPI LA – YOU’RE SELLING YOUR BUSINESS – IT IS TIME TO EXIT THE US OR BROADEN YOUR INVESTMENTS TO OTHER COUNTRIES TO GAIN CITIZENSHIP; Presented by Alex Ohnona and Maria Alvarez Garcia
- Thursday Insights | Alternative Investments for the Mass Affluent versus UHNW Families | Presented by Greg Banner and Tim Figueroa
- Thursday Insights | Lead Conversion Playbook to Maximize Your ROI | Presented by Alyssa Phillips
- EPI Orange Country – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS; presented by Joe Strazzeri
- Pre-empted for Orange County EPI Chapter Meeting
- Thursday Insights | Building Financial Projections – Keys to Increasing Business Value and Entrepreneur Cash Flow | Presented by Jeff Kates, MBA, CEPA
- EPI San Diego – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS; presented by Joe Strazzeri
- Thursday Insights | Nevada & Wyoming: No Longer the Wild, Wild West | Presented by Ann Rosevear, Esq.
- EPI LA – Facilitating a Successful Business Transition (Beyond the Numbers); Presented Roth Herrlinger and Jamie Koogler
- Thursday Insights | Helping Your Clients Capture Powerful Lessons | Presented by Barry Garapedian
- EPI Orange County – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS with the Chapter Leadership Team and Their Clients
- Thursday Insights | Pre-empted for Orange County EPI Chapter Meeting
- EPI San Diego – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS with the Chapter Leadership Team and Their Clients
- Thursday Insights | Growth Through Acquisition | Presented by Jill Arena
- The Perspectives Series – Entrepreneurs Revealed
- EPI LA – REAL ESTATE AND HOW IT SHOULD BE TREATED DURING THE BUSINESS EXIT PLANNING PROCESS; Presented by Gary Stache and Chris Martin
- Thursday Insights | Common Misconceptions of RLTs | Presented by Kate Langmore, Esq. and Victoria Ralis, Esq.
Ela Degen
SCI Academy
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