EPI Pittsburgh Chapter Event | February 15, 2024 CEPA 2023 (Corporate Rate) The following course and materials

The following course and materials have been compiled to create a platform for advisors at Thrivent that hold the CEPA credential who wish to supplement their business development efforts through the facilitation of owner-facing educational workshops

We are pleased to announce the launch of the Orlando Chapter of the Exit Planning Institute

Current trends in technology – including AI

Whether it is funding a retirement lifestyle goal or ensuring that the next generation takes the reins on a thriving business

Join us at the Hellmuth & Johnson on May 11 for 50% of Business Exits are INVOLUNTARY

EPI Pittsburgh Chapter Event | February 15, 2024 CEPA 2023 (Corporate Rate) The following course and materialsJoin us as we continue our 4 part journey through the Exit Planning Institutes proven process, The Value Acceleration Methodology. In part 3, we will continue our deep dive into the methodology, key concepts to be understood by owners and their advisors, and how to increase the value of a business. During this session, well look at the serious value protection and growth work elements of the Prepare Gate, preparing the business and the owner for