Owner Engagement Licensee Annual Workshop
Private strategic workshop for advanced members
OEM Licensees Only
(exclusive strategic session for Owner Engagement Membership)
Not registered for the Summit yet? REGISTER NOW
#EVOLVE #EPI #beyondCEPA #EPIsummit #SanAntonio #changetheoutcome #peerlearning #ownerroundtable
Who Should Consider OEM Membership?
– Certified Exit Planning Advisors
– Advisors with strong referral networks
– CPAs interested in client retention
– Advisors who budget for event marketing
– Advisors who want white-label presentation content
– CEPAs who believe in educating owners
Not registered for the Summit yet? REGISTER NOW
2019 OEM Licensee Annual Workshop
– Sunday, September 22, 2019 | 8:00 A.M.-12:00 P.M. CT | San Antonio, TX –
Not registered for the Summit yet? REGISTER NOW
Continuing Education (CE) Credits
CPE: 4 hours
CFP®: 0 units
CEPA: 4 credits
Private Session: OEM Licensees Only
(exclusive strategic session for Owner Engagement Membership)
Not registered for the Summit yet? REGISTER NOW