CEPA Online - MAY 2025 (Corporate Legacy) Preparing the Heirs for the Money Engaging the services of a

Engaging the services of a Financial Advisor (FA) offers a multitude of advantages

making a memorable first impression as they check into the hotel

shareable moments captured and spread across social media platforms

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Conducting Effective Client Workshops: What's the difference between a "workshop" and a "meeting

CEPA Online - MAY 2025 (Corporate Legacy) Preparing the Heirs for the Money Engaging the services of aEarly Bird Pricing Deadline: Wed, April 30, 2025 Start Date: Mon, May 19, 2025 End Date: Fri, May 23, 2025 Attend the first of its kind, edu series: CEPA Online! This is unlike any webinar or virtual training. Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now.