2026 Annual Membership (CEPA Plus) Key Emotions That Can Kill the Deal Process 2022 at 4:30 P

2022 at 4:30 P

Sean Hutchinson will share the Ready for Next approach to understanding where a client is and how to quickly identify their needs

as well as the gift and estate tax planning side

MT at Toscanos Restaurant

2026 Annual Membership (CEPA Plus) Key Emotions That Can Kill the Deal Process 2022 at 4:30 PGranted to those who have demonstrated through education, experience, training and passing of the final examination through the CEPA Credentialing Program that they meet the qualifications to hold the CEPA designation. This status allows the advisor to actively hold the CEPA designation offered by EPI and utilize the marks, logos, and methodology. The CEPA Plus membership tier includes all the benefits of the CEPA membership plus: CEPA Connect Profile