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who you may know from your CEPA training
attracting new clients
ultimately allowing them to diversify their investment portfolio or pursue new opportunities
Special Project Support
2024 Exit Planning Summit (Title Partner) 2022 Chapter Events Early Bird Pricing Deadline: ThuWhen: Sunday, April 28 Tuesday, April 30, 2024 Where: JW Marriott Marco Island Beach Resort 400 S Collier Blvd, Marco Island, FL 34145 The Exit Planning Summit is back in 2024! We are thrilled to welcome professional advisors back to a world class in person conference. Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices.
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