Financial Advisor Bundle (Corporate Rate) 2026 Summit Mastering the five behaviors crucial

Mastering the five behaviors crucial for every team

Bob has been a successful owner and operator of a business

or associates and reserve an entire foursome for $1250

At 2 meetings per year: Materials at attendee seats

Continuing Education Bundle (EPI Academy)

Financial Advisor Bundle (Corporate Rate) 2026 Summit Mastering the five behaviors crucialLearn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022