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EPI SD 2025 – November 12 – Helping Business Owners Choose Their Transition Path
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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 – January 14 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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EPI SD Apr 15 – The Intersection of Exit/Succession and Special Needs Planning for the Newly Disabled Business Owner of Special Needs Family Member
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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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