Are you utilizing all the benefits that are included with your membership through the Exit Planning Institute? Are you learning from what other CEPAs® are doing? Are you connected to the network?
Join this live broadcast series, led by Client Experience Manager Josh Koza, as he provides tips, techniques and coaching to ensure you’re getting the most value in the following areas: (1) Marketing, (2) Continuing Education & Research, (3) Advisor Tools, and (4) Support/Networks.
This month, Josh will provide a virtual tour of the EPI Member Center and show you how to access the newest content added for Quarter 3!
Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes. The Monthly Member Access series is your opportunity each month to connect with the EPI Global pulse.