EPI Palm Beach Chapter Event | September 21, 2023 CEPA Programs 2026 (General) Attendees will hear expert sessions

Attendees will hear expert sessions from two keynote speakers and an award-winning producer

This program will feature five professionals discussing the business owners importance of family dynamic psychology

5 | CFP® 2

Topics will include:

EPI Palm Beach Chapter Event | September 21, 2023 CEPA Programs 2026 (General) Attendees will hear expert sessionsA panel discussion to include the perspectives of professionals in the coaching, financial, tax and legal spaces. The focus of the discussion will be to outline the importance of the value acceleration process and how a professional team can assist in the successful preparation and transition of a business. Each professional will share areas that each business owner should address and common challenges faced.