Joseph J. Strazzeri
Showing 49–60 of 159 results
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EPI SD – Jan 20 – 2020 Business Succession Planning Case Study
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EPI SD – Oct 22 – Hope is a Great Conversation
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EPI SD 2021 – April 21 – Learn What’s Behind “pulling the Trigger” and Engage Your Succession Planning Clients 80% of the time
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EPI SD 2021 – August – Getting Clients “Unstuck” and Ready to Move Forward with You
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EPI SD 2022 – November 16 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs
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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 – 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 2025 – May 21 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners
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