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EPI OC 2022 – May 12 – Case Study: 3 Partners, 3 Designs
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EPI OC 2022 – November 10 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs
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EPI OC 2022 – September 8 – Collaboration at its Best Part 2: Case Study Displaying Business Exit Prep and Transition
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EPI OC 2023 – Aug 10 – Speed Dating Part 3: Always Know Who to Call!
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EPI OC 2023 – January 12 – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI OC 2023 – July 13- Maximize the Value of Human Capital
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EPI OC 2023 – Nov 9 – M&A DEAL BREAKERS AND WAR STORIES
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EPI OC 2023 – Oct 12 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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EPI OC 2023 – Sep 14 – Fiduciaries: Individuals, Companies, Trust Companies, and Banks
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EPI OC 2024 – Apr 11 – 1031 Exchange Options Your Clients Are Truthfully Looking For
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EPI OC 2024 – August 8 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI OC 2024 – Jan 11 – The Business Conundrum: Advanced Planning for 2024/25
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