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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 receive 1 EPI CE Credit for attending a Webinar as it airs live. The EPI CE Credit earned from attending will be added to your CE Tracker within five business days of attending the session. Joining sessions by phone cannot be automatically tracked. Members should self-submit these sessions to obtain CE Credit.

Self-Employment Tax & Retirement Analysis (SETARA) Powered by RSSA
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Webinar

Self-Employment Tax & Retirement Analysis (SETARA) Powered by RSSA

Join Thomas to explore Self-Employed Tax & Retirement Analysis (SETARA), discovering how it benefits business owners by saving on taxes without impacting Social Security Income. Learn how strategic integration of SETARA can drive business growth, maximizing opportunities and sales potential.

11/19/24 | EPI CE Hours: 1
Maximizing Your Impact: Solutions to Most Commonly Asked Advisor Questions
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Webinar

Maximizing Your Impact: Solutions to Most Commonly Asked Advisor Questions

Join the Capitaliz team for an engaging webinar where we will address the most frequently asked questions received from CEPAs and other new advisors, including strategies for market and practice differentiation, structuring various pricing models, and effective client engagement.

12/3/24 | 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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