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

that we need to help them overcome

and better serve business owner clients

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

the founding father of Exit Planning will join us for a discussion about how when he started helping clients with exit planning

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

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