Women entrepreneurs are an untapped market for advisors and this workshop will highlight ways you can be more proactive in building your woman-owned book of business
(Value Acceleration Knowledge Hours: 2 | CPE Hours: 2 | CFP® Hours: 2)
Bruce Evans and Terry Eve will walk you through real life client scenarios and explain how to get “multiple bites of the apple” from an exit
2024 | Where: Marco Island
The EPI Central Ohio Chapter is built around bringing together a local community of advisors to collaborate
2025 Summit Room Drop Amenity Partner CEPA Programs 2026 (General) Women entrepreneurs are an untappedAn excellent way to present the Summit attendees a personalized and customized welcome from your brand. Once attendees are checked in, the hotel staff will room drop a customized welcome gift of your choice. Examples include branded company shirts, hats, beach towels, notebooks, thank you cards, postcards directing them to your booth in the Partner Exhibit Hall, or a combination of gifts. Products are the responsibility of the Partner to provide. Room