EPI Palm Beach Chapter Event | December 4, 2023 2022 Chapter Events you will work through a

you will work through a hands-on case study to develop your skills

We will cover how you can help your clients get a good start towards their goals

the outcomes of working with an FA extend to enhanced financial literacy

Don't miss this opportunity to gain valuable insights and practical strategies for achieving your goals and taking your organization to the next level

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EPI Palm Beach Chapter Event | December 4, 2023 2022 Chapter Events you will work through aThe EPI Palm Beach Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness. Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals. Network and connect with like minded individuals within the exit planning industry this December. We hope to see you there!