2026 Annual Membership: CEPA Credentialed Thinkific You can no longer view

You can no longer view your relationships with your clients and prospects as transactional

understanding different valuation solutions

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

Details: Present a 50-minute breakout session on Monday

2026 Annual Membership: CEPA Credentialed Thinkific You can no longer view2026 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