Thrivent: Owner Engagement Content Package SOD 2023 Thinking about transitioning in the

Thinking about transitioning in the next 3 to 5 years

and share best practices

Understand the fundamental principles of deal structure and gain a comprehensive understanding of valuation considerations

The EPI Wisconsin Chapter is built around bringing together a local community of advisors to collaborate

please select the sponsorship level and the date you'd like to sponsor and attend

Thrivent: Owner Engagement Content Package SOD 2023 Thinking about transitioning in theThe following course and materials have been compiled to create a platform for advisors at Thrivent that hold the CEPA credential who wish to supplement their business development efforts through the facilitation of owner facing educational workshops. The Owner Engagement Content Package includes all materials needed for the effective promotion and successful execution of the OwnerRoundTable program, a series of monthly sessions created to educate