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- EPI San Diego-Emerging Market Opportunities: Scaling Up with Smart Money; presented by Colleen Ferrary and Aaron Brand
- Thursday Insights: Fireside Chat about The Five Limitations to Progress; presented by Garrett D’Alessandro and Shelley Lightfoot
- 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
- Thursday Insights: Emerging Wealth Solutions; presented by Steve Mancini, Esq. and Sal Strazzeri, JD
- 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.