General Admission (2027 Summit) CEPA Programs 2026 (General) one option that is often

one option that is often not considered is selling to their employees through an employee stock ownership plan (ESOP)

you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 2 | CFP®: 2

but we recommend the Hilton Marco Island Beach Resort and Spa or the Marco Beach Ocean Resort

When working with an owner during what is likely the largest financial transaction of their life

Moderating a Table Talk is the perfect opportunity to gain access to CEPAs most interested in your expertise

General Admission (2027 Summit) CEPA Programs 2026 (General) one option that is oftenThe Exit Planning Summit is back! We are thrilled to welcome professional advisors to a world class in person conference in Chula Vista, CA. Where: Gaylord Pacific Resort & Convention Center in Chula Vista, CA When: May 24, 2027 Our Exit Planning Summit is where top exit planning professionals come to build deep relationships, advance their skillset and knowledge, and share best practices Secure your spot now at our early bird rate and unlock