Financial Advisor Bundle (Corporate Rate) 2026 Summit Deepen your expertise in value

Deepen your expertise in value acceleration

or associates and reserve an entire foursome for $1250

Network and connect with like-minded individuals within the exit planning industry this March at Central Standard Craft Distillery for specialty liquor and food tasting

Continuing Education Bundle (EPI Academy)

Mastering the five behaviors crucial for every team

Financial Advisor Bundle (Corporate Rate) 2026 Summit Deepen your expertise in valueLearn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022