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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.

How You Can Shine Before the Estate Tax Sunsets
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Webinar

How You Can Shine Before the Estate Tax Sunsets

Join Roger Silk to learn how to identify and address estate planning issues, particularly in light of the upcoming estate tax exemption reduction. We will discover effective client-focused questions and a structured approach to solving these challenges, aiming to grow Assets Under Management (AUM) by providing tailored solutions that meet client needs and ensure long-term financial security.

10/22/24 | 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.

10/29/24 | EPI CE Hours: 1
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

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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