2026 EPI Central Ohio Chapter Membership WIS Owners Forum Attendees complete the course with

Attendees complete the course with a better understanding of the different valuation solutions that can be used with clients

to support participating advisors as they integrate these conversations into their daily routine

But retaining talent through growth and acquisition can be a major point of failure

you'll be expertly paired with advisors and partners from our vast network

This bundle includes three insightful EPI Academy courses:

2026 EPI Central Ohio Chapter Membership WIS Owners Forum Attendees complete the course withThank you for being a local leader in the exit planning community! Membership Includes: Access to all 10 events Exclusive invitation to Owners Roundtable Masterclass Exclusive attendance to the YE Owners Forum