2026 Annual Membership: CEPA Credentialed Thinkific that we need to help

that we need to help them overcome

this course unravels the complexities of Employee Stock Ownership Plans (ESOPs)

understanding different valuation solutions

Opportunity to Speak on Stage: Take the spotlight and connect with your audience on a deeper level by speaking on stage

The Summit 50 Experience is an exclusive VIP experience for Summit attendees and attracts the most engaged advisors in the exit planning industry

2026 Annual Membership: CEPA Credentialed Thinkific that we need to help2026 Annual Membership: CEPA Credentialed Granted to those who have demonstrated through education, experience, training and passing of the final examination through the CEPA Credentialing Program that they meet the qualifications to hold the CEPA designation. This status allows the advisor to actively hold the CEPA designation offered by EPI and utilize the marks, logos, and methodology. For more information: Contact Member Experience at (216) 712