Financial Advisor Bundle (Corporate Rate) 2026 Summit At 2 meetings per year:

At 2 meetings per year: Materials at attendee seats

Grab breakfast with us at this event and come learn more

Mastering the five behaviors crucial for every team

how professional advisors can help mitigate the risks associated with the 5 Ds

Bob has been a successful owner and operator of a business

Financial Advisor Bundle (Corporate Rate) 2026 Summit At 2 meetings per year:Learn 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