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Our mission focuses on assisting professionals to grow their practices, build their confidence, enhance their credibility, and solidify their relationships.

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Even the most sophisticated plans can falter during a medical crisis.

This webinar explores how Patient Advocacy helps advisors bring clarity, structure, and better outcomes to healthcare-related decisions. Access it here: https://t.co/05ON4R9M2k

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If you spend your time working with business owners, you know how valuable it is to exchange ideas with others in the field.

And the EPI Chapter meetings are built for exactly that. Join us this year by scanning the QR codes below:

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Join us for this week's Thursday Insights event - Hone Your Counseling Skills to Maximize Your ROE² with Kari and Shelley! Register by clicking here 👉 https://t.co/p91B1Wg9YZ

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We would like to give a huge thank you to Melisa for speaking at this week's Thursday Insights event! See all the events we have planned for the future by clicking here: https://t.co/urDSgsWX87

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In today’s exit-driven market, talent strategy is no longer a back-office function, it's a valuation lever. As businesses prepare for transition, leadership often determines deal momentum and enterprise value. Learn more by watching this webinar: https://t.co/x6hSkCYXn4

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Whether a business owner is preparing for growth or thinking ahead to succession, understanding the true value of the business can open the door to better decisions and more opportunities.

Join us at this week's Thursday Insights event to learn more! https://t.co/p91B1Wg9YZ

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On this Memorial Day, we pause to remember and reflect on those who made the ultimate sacrifice for our nation.

With gratitude and respect, we honor their service today and always.

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Thank you to Steve for his presentation at this week's Thursday Insights event! Want to see all of our upcoming events? Click here: https://t.co/urDSgsWX87

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We are excited to share the 2026 EPI San Francisco Directory!

Take a look at the professionals and organizations contributing to thoughtful conversations and meaningful work across the exit planning community:
https://t.co/8D4WQfYaDB

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Save the date for the Wealth Strategies Co-Counsel program this August!

This 1.5-day program is designed for attorneys looking to deepen their role in advanced planning and better serve owners through a more integrated approach. More details available 👉 https://t.co/zWIN5o189K

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Sign up to join us at this week's Thursday Insights event with Steve Mancini, Esq. Register by clicking here 👉 https://t.co/p91B1Wg9YZ

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We are excited to share the 2026 EPI San Diego Directory.

Take a look at the advisors and firms contributing to thoughtful conversations and meaningful work across the exit planning community.

Explore the directory: https://t.co/wuQwuxiVlb

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No matter how tirelessly business owners and professional advisors work to build something valuable, today’s Cancel Culture can wreak havoc on their hard-earned reputation in as little as one Instagram post. Learn from a Crisis PR expert in this webinar! https://t.co/HIUZdRvhd4

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It is always great to see teams step away from the day to day and spend time connecting outside the office.

The Strazzeri Mancini LLP team recently enjoyed an evening of virtual reality games, friendly competition, and plenty of laughs together.

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Join us this week for the EPI San Diego and Orange County Chapter events! Sign up with the links below:

EPI SD: https://t.co/rT04CX9Ktg
EPI OC: https://t.co/0NamuwlWJ5

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Thanks to Greg and Ann for their presentation at this week's Thursday Insights event! Want to see all of our upcoming events? Click here: https://t.co/urDSgsWX87

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Stay tuned to the upcoming DriveValue Growth and Impact Week from June 18-21! Learn more about this year's event here 👉 https://t.co/xCeQ0CT5Ix

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The 2026 EPI Orange County Member Directory is now available.

Take a look at the professionals who continue to shape collaboration and drive meaningful work within the exit planning community.

Explore the directory here: https://t.co/NAtTeisq9h

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Join us for this week's Thursday Insights event - Planning for Uncommon & Alternative Assets Including Cryptocurrency Innovation with Greg Banner and Ann Rosevear!

Sign up at https://t.co/p91B1Wg9YZ

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If you are working with business owners, staying connected to ongoing conversations is key.

Thursday Insights offers a steady stream of perspectives and ideas you can bring into your practice. See what is coming up: https://t.co/UjG0D2Jbol