Financial Advisor Bundle (Corporate Legacy) Annual Membership 2021 EPI Academy: Get exclusive access

EPI Academy: Get exclusive access to two online

the 2026 Summit will offer Exhibitor booths as a homebase for brand exposure and networking opportunities throughout the course of the Summit

December 19

Changing Disagreement into Dialogue: How to Manage Conflicts and Enhance Communication

This package also includes a welcome email sent to all golfers by the Partner

Financial Advisor Bundle (Corporate Legacy) Annual Membership 2021 EPI Academy: Get exclusive accessLearn 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