2026 Annual Membership (CEPA Plus) Key Emotions That Can Kill the Deal Process as well as the gift

as well as the gift and estate tax planning side

We will also cover the importance of seeking advice prior to signing an LOI and the significant factors that should be considered prior to signing

2022 at 4:30 P

Sean Hutchinson will share the Ready for Next approach to understanding where a client is and how to quickly identify their needs

Getting to closing without losing your mind

2026 Annual Membership (CEPA Plus) Key Emotions That Can Kill the Deal Process as well as the giftGranted 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. The CEPA Plus membership tier includes all the benefits of the CEPA membership plus: CEPA Connect Profile