Exit Planning Institute

WEBINARS

Online Education Options

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects which allows the CEPA® to become a further resource to the business owner by providing thought-provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

 

Continuing Education: Current CEPAs who attend an EPI webinar will have 1 EPI CE hour automatically added to their account for each webinar attended. Please allow up to five business days for the credit to be added.

Pre & Post-Liquidity Event Planning: A Way To Combine Tax & Financial Planning with a Powerful Investment Solution
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Webinar

Pre & Post-Liquidity Event Planning: A Way To Combine Tax & Financial Planning with a Powerful Investment Solution

Join Nick Rosenthal, Co-Chief Executive Officer at Griffin Capital Company, LLC, as we discuss how to understand the tax benefits of Qualified Opportunity Zone Funds. And learn how to use the Opportunity Zone Fund strategy benefits.

3/19/24 | EPI CE Hours: 1
What the Heck is an Embedded CEPA?
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Webinar

What the Heck is an Embedded CEPA?

Join Darren Cherry, CEPA and Michael Stier, CEPA of FocusCFO, as we explore the concept of an Embedded CEPA and its unique role in helping to drive Value Acceleration.

3/26/24 | EPI CE Hours: 1
A Proven System to Accelerate Revenues and Harness the Power of Your CEPA Credential
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Webinar

A Proven System to Accelerate Revenues and Harness the Power of Your CEPA Credential

Join Susan Danzig, Certified Business Development Coach, Speaker, Trainer, Program Leader of Susan Danzig LLC, as we decode the art of leveraging your CEPA credential into a robust, revenue-generating asset. This isn't just a webinar; it’s a strategic blueprint for professionals who are serious about scaling their business to new heights.

4/2/24 | EPI CE Hours: 1
The Power of Small
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Webinar

The Power of Small

Join Jessica Fialkovich, Founder and President of Exit Factor as we discuss how mall businesses generate 50 percent of our GDP and make up 99.7% of U.S. employer firms. Outside of that, 99.9% of all businesses in the U.S. are categorized as small. So why do advisors all continue to fight in the red ocean for that 0.1%?

4/9/24 | EPI CE Hours: 1
Your Insider’s Look: 2024 Exit Planning Summit
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Webinar

Your Insider’s Look: 2024 Exit Planning Summit

Join Scott Snider, President of Exit Planning Institute, as we offer a comprehensive preview of the highly anticipated 2024 Exit Planning Summit. As the most significant advisor event in the industry, the Exit Planning Summit boasts an extensive lineup of education, activities, and events packed into a few short days.

4/25/24 | EPI CE Hours: 1
Boost Your Insurance, Annuity, & Wealth Management Sales
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Webinar

Boost Your Insurance, Annuity, & Wealth Management Sales

Join Thomas Drapala, Director of Strategic Partnerships with RSSA, as we discuss if you want to get in front of more prospects, make more appointments, and build a pipeline of current and future sales opportunities. The RSSA® Program is a turn-key Social Security education, technology, and support program to turn insurance agents into a trusted Social Security expert.

5/21/24 | EPI CE Hours: 1
Tax Deferral Strategies for Real Estate
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Webinar

Tax Deferral Strategies for Real Estate

Join Kyle Connor, Real Estate Exchange Specialist of Invesco Real Estate as we provide details about how we tailored our program to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.

6/4/24 | EPI CE Hours: 1
How to Build Your Exit Planning Dream Team
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Webinar

How to Build Your Exit Planning Dream Team

Join Julie Keyes, Founder and President of KeyeStrategies as we discuss building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning. Julie Keyes, a well-known, award winning CEPA has many years of collaboration experience and is going to share her best practices.

6/11/24 | EPI CE Hours: 1
Cracking the Code: Proven Tactics for More Referrals via Centers of Influence
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Webinar

Cracking the Code: Proven Tactics for More Referrals via Centers of Influence

Join Mike Garrison, Founder of Blue Ridge Legacy Partners, as we navigating the initial hurdles as a newly minted Certified Exit Planning Advisor (CEPA) often centers around a common challenge: acquiring more clients. Many financial advisors hesitate to allocate funds to extensive marketing campaigns or prefer cultivating new business through referrals.

6/18/24 | EPI CE Hours: 1
Quality Earnings and the Exit Planning Process
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Webinar

Quality Earnings and the Exit Planning Process

Join Ryan McCaslin, Transaction Advisory Services Partner of EHTC, as we discuss is an introduction to the Quality of Earnings (“QofE”) process and how it fits into exit planning. A QofE report is performed during the due diligence process of either acquiring a Company or selling a Company in order to analyze historic earnings and arrive at an Adjusted EBITDA typically used for deal valuation.

7/2/24 | EPI CE Hours: 1
The Hidden Risks & the Role of Cybersecurity in M&A
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Webinar

The Hidden Risks & the Role of Cybersecurity in M&A

Join Daniel Metcalf, Co-Founder of CyberFin, as we discuss how cybersecurity plays a critical role in mergers and acquisitions (M&A) by ensuring the protection of sensitive digital assets, data, and systems during the integration of two organizations. It involves assessing and mitigating potential cyber risks to prevent data breaches, intellectual property theft, and operational disruptions.

7/9/24 | EPI CE Hours: 1

Previous EPI Webinars

A CEPA Credentialed Plus Member Benefit

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects, which allows the CEPA® to become a further resource to the business owner by providing thought provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

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