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EPI SD 2023 – Aug 16 – Speed Dating Part 3: Always Know Who to Call!
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EPI SD 2023 – January 18 – EPI San Diego – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI SD 2023 – July 19 – Maximize the Value of Human Capital
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EPI SD 2023 – Nov 16 – M&A DEAL BREAKERS AND WAR STORIES
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EPI SD 2023 – Oct 18 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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EPI SD 2023 – Sep 20 – Fiduciaries: Individuals, Companies, Trust Companies, and Banks
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EPI SD 2024 – August 21 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI SD 2024 – Feb 21 – Advanced Planning Strategies for Business Owners with Blended Families
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EPI SD 2024 – Jan 17 – The Business Conundrum: Advanced Planning for 2024/25
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EPI SD 2024 – June 20 – AN INTIMATE CONVERSATION WITH AN OWNER: EXIT, FAILURE, RETRY, SUCCESS
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EPI SD 2024 – May 15 – The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction
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EPI SD 2024 – November 20 – Case Study: Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts
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