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.
Event Venue & Nearby Stays
Zanies Comedy Club, 5437 Park Place, Rosemont, United States
USD 299.00
