EPI Washington Chapter Event | June 12, 2024 Business Development This presentation will include the

This presentation will include the tax and philanthropic benefits of donating private stock and the importance of planning for it

Making Referrals Predictable: Are you tired of leaving your referrals to chance

The Value Acceleration Methodology was designed to be foundational and adaptable

often decades

EPI Washington Chapter Event | June 12, 2024 Business Development This presentation will include theThe EPI Washington Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness. Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals. Network and connect with like minded individuals within the exit planning industry this June. We hope to see you there!