Resource and Solution Labs Sponsor (2026 Summit) 2025 Summit and Employee Ownership Trusts (EOTs)

and Employee Ownership Trusts (EOTs) are the tools to use when the selling owner is:

join us as we explore the Discover Gate

and a live Kentucky Derby viewing in a luxurious setting

you will be eligible for up to the following amounts of CE hours:  VAK: 4 | CPE: 3 | CFP®3

and how to leverage the EPI Community for team building and a referral network

Resource and Solution Labs Sponsor (2026 Summit) 2025 Summit and Employee Ownership Trusts (EOTs)$7,500 12 Available Are you an experienced speaker who enjoys giving in person education to an interested audience? We have limited speaking opportunities available that gives partners a chance to educate attendees on something that will be beneficial for the their practice and can highlight the partners company. The partner must submit a slide deck on an agreed upon topic (deadline December 1, 2025), and these talks should be more educational versus