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utilizing a case study that illustrates in real time what to look for and how to prepare
Compare and contrast both design plans based on their very different life goals
November 21
Tom and Mary’s CPA heard about your services from another local CPA
CEPA Online - JUN 2025 2024 Summit utilizing a case study thatEarly Bird Pricing Deadline: Sat, May 31, 2025 Start Date: Mon, June 23, 2025 End Date: Fri, June 27, 2025 Attend the first of its kind, edu series: CEPA Online! This is unlike any webinar or virtual training. Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now.
