Shelley Lightfoot
Showing 37–48 of 105 results
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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 – Oct 18 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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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 – November 12 – Helping Business Owners Choose Their Transition Path
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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 Webinar – Standalone Practice Launch
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Expectation Marketing
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Facilitating Valuations and Assessments
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