CEPA Immersion Event - (Nov 19-20) - Powered by Cultivate Advisors

Become a 'Business Owner Specialist' and learn how engage with business owners around what is most important to them - their business!

About this Event

CEPA Immersion Event - (July 24-25) - Powered by Cultivate Advisors

Come join us at the CEPA Immersion Event happening at Zanies Comedy Club on July 24-25! You earned your CEPA designation — now it's time to unlock its full potential. Join the next CEPA Immersion Event, co-facilitated by Cultivate Advisors and the Exit Planning Institute (EPI), and learn how to build a thriving practice focused on business owners. This event is designed to help you elevate your practice to the next level. Don't miss out on this chance to immerse yourself in a supportive and inspiring environment. See you there!

Don't forget to book your hotel room. Take advantage of Crowne Plaza's discounted room rate of $159 a night! Conveniently located right next to the venue.

Included in your ticket price is a social event the evening of the 24th that includes dinner, open bar and networking with your fellow CEPA. Location to be announced!

Also, this event will count for 8 CEPA CE Credits!

Agenda


🕑: 12:00 PM
At this high impact event you'll discover how to:

Info:

✅ Position yourself as the trusted financial advisor business owners need.

✅ Build a Business Owner System that differentiates you in a crowded market.

✅ Understand the business owner mindset to forge lasting client relationships.

✅ Implement simple, proven Value Acceleration strategies into your practice.

✅ Master Enterprise Value talk tracks that open new client opportunities.

✅ Break down a business to uncover growth and advisory opportunities.

✅ Implement a repeatable, scalable process specifically designed for business owners.

Get Tickets