CEPA Online - JUL 2026 CEPA Programs 2026 (Corporate Rate) Introduction: Kick off the Summit

Introduction: Kick off the Summit with a 20-minute presentation to introduce yourself to attendees

We are thrilled to welcome professional advisors back to a world-class in-person conference in Chula Vista

and a live Kentucky Derby viewing in a luxurious setting

Our first event will be on October 13

Shout-out at all meetings during the year (~1 minute

CEPA Online - JUL 2026 CEPA Programs 2026 (Corporate Rate) Introduction: Kick off the SummitStart Date: Mon, July 20, 2026 End Date: Fri, July 24, 2026 Attend the first of its kind, edu series: CEPA Online! This is unlike any webinar or virtual training. Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now.