Joe Karns
- EPI San Fransisco- Virtual- Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes; Presented by Jeff Kim and Stephanie Gilezan
- Thursday Insights l Planning for Uncommon & Alternative Assets Including Cryptocurrency Innovation l Presented by Greg Banner and Ann Rosevear
- EPI San Diego- The Real Meaning Behind a Valuation – Advice Through Knowledge; Presented by Jeff Kates
- EPI Orange County- The Real Meaning Behind a Valuation – Advice Through Knowledge; Presented by Jeff Kates
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights l Intentionally Defective Trusts (IDGTs) l Presented by Steve Mancini, Esq. and Victoria Ralis, Esq.
- Thursday Insights l Understanding and Using a Business Valuation to Unlock and Increase Enterprise Value l presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
- EPI San Francisco- LIVE- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- Thursday Insights l Hone Your Counseling Skills to Maximize Your ROE² l presented by Kari Voorhees, Esq. and Shelley Lightfoot, CEPA
- EPI San Diego- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- EPI Orange County- An Intimate Conversation with an Owner: Exit, Failure, Retry, Success with the Chapter Leadership Team and Their Clients
- Virtual Business Owner Interviews
- DriveValue Growth and Impact Week
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Thursday Insights l Trust Settlement & Probate: A Tax Perspective l Presented by Kate Langmore, Esq. and Ron Sahmel, CPA
- EPI San Francisco- Virtual
- EPI San Diego
- EPI Orange County
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI San Francisco- Live
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Wealth Strategies Co-Counsel 10/20/30 (WSCC) Program
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Certified Founders Group Associate (CFGA)
- Behind The Conversation (BTC)
- Certified Wealth Planning Advisor (CWPA)
- EPI Certified Exit Planning Advisor (CEPA) – Online
- EPI Certified Exit Planning Advisor (CEPA) – Online
- Strazzeri Mancini and Southern California Institute Holiday Open House
- 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
https://sciacademy.socialjack.com/wp-content/uploads/2021/06/SCI-Logo-Final-150dpi.png