2021 State of the North Texas Chapter


2021 State of the North Texas Chapter

A review of chapter accomplishments from 2020 and a preview of what’s ahead in 2021.


Learning Objectives:

  • Plan for attendance at those educational chapter meetings that are the most important to you in your profession.
  • Learn more about the upcoming online EPI events that you will not want to miss.
  • Learn about how you can earn your CEPA designation online.


About the Presenter:

Hear from chapter president Ray Croff, CEO and President of Mobius Financial Advisors.

Meet the Presenter


Thank you to our Sponsors:

Edward Jones LogoMobius


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIDallas.org.

About the Presenter

Ray Croff

Ray Croff

CEO and President of Mobius Financial Advisors

Meet Ray Croff.

Ray is the CEO and President of Mobius Financial Advisors and he is a Certified Exit Planning Advisor (CEPA).  CEPA’s are specially trained to prepare businesses and their owners for a successful exit from their business by building value in their businesses while laying the framework for an efficient, profitable, saleable business.

He has 20+ years of experience in working with families in the areas that include Wealth Management, Risk Management and Retirement Planning. Ray was recognized by Global Atlantic as the national agent of the year in 2016. Ray has been a speaker at a number of events around the country on various financial topics.

Ray earned his BA in Financial Services and Insurance from the University of North Texas. He also has the following designations:

Certified Exit Planning Advisor, CEPA

Registered Financial Consultant, RFC

Investment Advisory Representative, IAR

Chartered Life Underwriter, CLU

Chartered Financial Consultant, ChFC

Chartered Advisor in Philanthropy, CAP

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).