PPP Loans
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EPI OC – Apr 8 – Balancing Financial Success and Purpose – Communicating with Your Business Owners: Life Quotient
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EPI OC – Mar 11 – The Legal Side of Deal Flow – Where are We Now?
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EPI OC 2021 – August 12 – ESOP Case Study – The Good, The Bad, & The Ugly
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EPI OC 2021 – July 8 – Transforming Your Money Relationship Attracts, Increases, and Engages More Business Owner Clients
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EPI OC 2021 – June 10 – SHOOT OUT: NINGs, WINGs and DINGs
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EPI OC 2021 – May 13 – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS
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EPI OC 2021 – October 14 – The Great Resignation – What HR & Finance Need to Know Now About Employee Retention
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EPI OC 2022 – February 10 – Advantages of Faith-based Charitable Planning
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PPP Loan Forgiveness Q&A and Unforeseen Challenges One Year Later
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VA and Medi-Cal Benefits – Why They Matter to Your Client and How to Prepare
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