Demystifying the Role of the Exit Planning Quarterback EPI Academy great things happen and keeps

great things happen and keeps us coming back for more

We will also discuss funding mechanisms

and family offices optimize cash flow and overcome challenges to grow

Full Attendee List Post Summit

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

Demystifying the Role of the Exit Planning Quarterback EPI Academy great things happen and keepsDemystifying the Role of the Exit Planning Quarterback is a focused, practical course that clarifies the leadership role at the heart of successful exit planning. Led by veteran advisor Sean Hutchinson, this session explores how to lead diverse advisor teams, align with business owner goals, and bring structure to even the most complex transition projects. Whether youre new to exit planning or looking to sharpen your leadership edge, this course