Joseph J. Strazzeri

Showing 61–72 of 168 results

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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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  EPI SD 2025 – September 10 – Counseling to Commitment in 3 Parts

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  EPI SD 2026 – February 11 – AI Proof Your Practice with Advanced Counseling and Planning Tools

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  EPI SD 2026 – September 9 – Surviving to Thriving: Which AI Tools Are Essential for Your Practice

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  EPI SD July 15 – Small Business Loans – Where are we now? What did we learn? What’s next?

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  EPI SF 2025 – April 7 – Exit Planning is Not What You Think – Chapter Launch Event

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  EPI SF 2025 – July 7 – The Five Conversations That Drive Business Succession Planning

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  EPI SF 2025 – June 2 – Opening Conversations with Business Owners

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  EPI SF 2025 – May 5 – Deep Dive into VAM Panel

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  EPI SF 2026 – August 3 – Helping Owners Vet and Fill the Gaps: A Cross-Functional Dialogue

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  EPI SoCal Chapters’ Virtual Business Owners’ Series – October 6th BofA Sponsored

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  EPI SoCal Chapters’ Virtual Business Owners’ Series – September 1st

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