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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 SD June 18 – Why Nevada? – Nevada Trusts for Business Owners

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  EPI SD Mar 18 – How to Prepare the Next Generation of Wealth Holders and Business Owners

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  EPI SD May 20 – Cannibusiness: Challenges, Opportunities, and Threats

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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 – August 4 – Speed Dating: Always Know Who to Call

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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 2025 – October 6 – Put a Pin in It – Meeting Your Clients Where They Are

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  EPI SF 2026 – January 5 – Helping Your Clients with 3 Persistent People Problems: Retention, Recruitment, Remote Employees

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  EPI SoCal Chapters’ Virtual Business Owners’ Series – June 11

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