Question 1

How is this different than my CEPA training & certification?

Accepted Answer

Your CEPA gives you the knowledge and strategic framework for exit planning. This immersion takes it a step further—focusing on real-world execution. You’ll learn exactly how to break through resistance, earn trust faster, and use proven advisory playbooks that work in the trenches with owners.

Question 2

Who should attend this event?

Accepted Answer

This training is designed for wealth managers holding the CEPA designation who are looking to refine their approach and deepen their engagement with business owner clients.

Question 3

What can I expect to learn?

Accepted Answer

You'll acquire practical tools and frameworks to:

-->Initiate and sustain impactful conversations with business owners.

-->Position yourself as an indispensable part of their strategic planning.

-->Navigate the complexities of exit planning with confidence.

Question 4

Is this event suitable for those new to the CEPA designation?

Accepted Answer

Absolutely. Whether you're newly certified or have years of experience, this training offers fresh perspectives and actionable insights to enhance your practice.

Question 5

Will there be opportunities for networking?

Accepted Answer

Yes, the event includes dedicated sessions for peer interaction, allowing you to connect with fellow CEPA professionals and expand your professional network.

Question 6

What Chicago airport should I fly in to?

Accepted Answer

The meeting venue and the hotel are approximately 10 minutes from Chicago-O'Hare Airport. If you're flying into Midway, plan on 45-60 minutes with light traffic.

Question 7

What hotel should I book?

Accepted Answer

There are several hotels in a 5 minute radius of the meeting venue (Zanies Rosemont). The Crowne Plaza Chicago O'Hare is a 3min car ride or a 10min walk to Zanies and has discounted room rate of $159/night (see link above).

Question 8

What's included in the event ticket price?

Accepted Answer

Ongoing access to all tools, frameworks and playbooks covered in the training and a social event the evening of the 24th that includes dinner, open bar and networking with your fellow CEPA's. Location to be announced!

Plus, this event will count for 10 CEPA CE Credits!

CEPA Immersion (November 20th) - Powered by Cultivate Advisors

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