Joe Karns
- EPI Los Angeles-AI for Exit Planning Professionals: Tools, Risks, and Legal Insights | Presented by Augustin Gohil, Louise Namschoff, and Anna Winningham
- Thursday Insights l EO Advantage: Unlocking Employee Ownership for Your Clients l Presented by Stacey Smith and Zarin Kresge
- Thursday Insights l Credibility Meets Visibility: Closing the Trust Gap l Presented by Rob Pene
- EPI Los Angeles- Fireside Chat with an ESOP Business Owner with Scott Gaudineer
- Thursday Insights l Maximizing the Value of Existing Life Insurance Policies – For Corporate Advisors and Trust & Estate Professionals l Presented by Doug Himmel
- Thursday Insights l The Intersection of Estate and Business Entity Planning l Presented by Kate Langmore, Esq. and Victoria Ralis, Esq.
- Thursday Insights l Your Security Mindset: The Missing Layer in Protecting Your Most Valuable Assets l Presented by Traci Shirachi
- Virtual Business Owner Interviews
- EPI San Fransisco- Virtual- Designing a Smarter Exit: Leveraging Real Estate to Enhance Business Sale Outcomes; Presented by Jeff Kim and Stephanie Gilezan
- EPI Los Angeles – From Business Exit to Personal Wealth: A Financial Planning Perspective
- Thursday Insights l Planning for Uncommon & Alternative Assets Including Cryptocurrency Innovation l Presented by Greg Banner and Ann Rosevear
- Thursday Insights l Intentionally Defective Trusts (IDGTs) l Presented by Steve Mancini, Esq. and Victoria Ralis, Esq.
- Thursday Insights l Understanding and Using a Business Valuation to Unlock and Increase Enterprise Value l presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
- EPI Los Angeles – Mastering Cash Flow Management: Projections and Strategies for Business Success During Retirement | Presented by Drew Saberhagen, Izett Garnett, and Anthony Sands
- Thursday Insights l Hone Your Counseling Skills to Maximize Your ROE² l presented by Kari Voorhees, Esq. and Shelley Lightfoot, CEPA
- Thursday Insights l Trust Settlement & Probate: A Tax Perspective l Presented by Kate Langmore, Esq. and Ron Sahmel, CPA
- EPI Los Angeles
- EPI San Francisco- Virtual
Zoom Meeting
SCI Academy
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