EPI Twin Cities Metro Area Chapter Event | May 10, 2023 Location:Virtual Contact Member Experience at (216)

Contact Member Experience at (216) 712-4244 or memberexperience@beyondCEPA

and another tax season is behind us

Beverages including beer and wine will be provided along with assortment of heavy appetizers

Granted to those who have demonstrated through education

EPI Twin Cities Metro Area Chapter Event | May 10, 2023 Location:Virtual Contact Member Experience at (216)Is Jim prepared to exit? Join chapter experts as they dive into the triggering event and lead a discussion on Jims personal goals, wealth gap, readiness, and more. In this session, you will work through a hands on case study to advance your exit planning acumen. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.