Financial Advisor Bundle (Corporate Legacy) Annual Membership 2021 Author of Walking to Destiny

Author of Walking to Destiny

December 19

the 2026 Summit will offer Exhibitor booths as a homebase for brand exposure and networking opportunities throughout the course of the Summit

who are members of the team (and roles) needed to complete a successful sale to an ESOP transition

Financial Advisor Bundle (Corporate Legacy) Annual Membership 2021 Author of Walking to DestinyLearn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022