Member Exclusive: Owner Engagement Licensee Annual Strategy Workshop

Room: Starlight

8:00 am - 12:00 pm

MARKETING & BUSINESS DEVELOPMENT

Meet Your Presenter

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 –

ADD TO CALENDAR

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)

ADD TO CALENDAR

Not registered for the Summit yet? REGISTER NOW

LEARNING OBJECTIVES

Attendees will learn the following key takeaways:

  • Revisit your 1- and 3-year strategic plans
  • Gain insights from other advanced EPI members
  • Receive marketing insights and ideas from experts
  • Get small group coaching with Christopher Snider and other OEM facilitators
Back to agenda