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establishing your brand as a thought leader in the industry
and facilitate more interactions and engagement opportunities
Private and exclusive meet and greet Ben Utecht
Education and networking with advisors and members of EPI
500 | 15 Available
2026 Advanced Tax Planning Workshop CEPA Programs 2026 (Edward Jones) establishing your brand as aJoin EPI Faculty member, Joe Strazzeri, Esq., CEPA, as he radically expands on the legal financial tax strategies considering Timing, Combining, and Sequencing originally discussed in the CEPA program. Most businesses dont sell at the last minute because of The Math. Done in advance, tax mitigation strategies can have a huge impact on the net number that hits the owners bank account once its all said and done. This workshop will cover advanced estate
