The Advisor Program for CEPAs Information Session
Join us for a virtual info session on The Advisor Program for CEPAs - learn all about it and how to get involved!
Date and time
Location
Online
About this event
- Event lasts 20 minutes
“When you lack a process, you lose opportunities, your client misses out, and you lose revenue.” - Julie Keyes
Welcome to The Advisor Program for CEPAs Information Session! Join us online to learn all about this exciting program designed for Certified Exit Planning Advisors. Discover how this program can enhance your skills and grow your practice. Julie Keyes will be available to answer all your questions and provide insights into the benefits of the program. Don't miss out on this opportunity to take your practice to the next level. Register now to secure your spot!
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The Advisor Program for CEPAs Details:
Are you helping clients with exit planning but unsure how to implement the process effectively? Is building your exit planning practice proving to be a challenge? Are you looking for ways to assemble a top-tier team that truly collaborates? How do you begin guiding your clients through the exit planning process? The answers to these questions are all covered in The Advisor Program for CEPAs.
Many professionals who become certified exit planners face these hurdles, yet they are eager to integrate exit planning as a key growth strategy for their practice. Julie Keyes, an experienced CEPA, national instructor, and multiple award winner, is regarded as one of the top experts for advisors who want to leverage their CEPA credentials to expand their business.
The Advisor Program for CEPAs consists of six 90 min sessions:
1. Strategic Planning to Build Your Practice
2. Your Role as Quarterback
3. Build Yourself a Rock Star Team
4. Become Known as an Exit Planner
5. Exit Planning Service Delivery
6. Exit Planning Integration
The first session will take place on Thursday, September 4th, 2025, 9:00 – 10:30 am CST.
All subsequent sessions will be held the first and third Thursday of September, October, and November.
- Thursday, September 4th, 2025 | 9:00 – 10:30 am CST
- Thursday, September 18th, 2025 | 9:00 – 10:30 am CST
- Thursday, October 2nd 2025 | 9:00 – 10:30 am CST
- Thursday, October 16th, 2025 | 9:00 – 10:30 am CST
- Thursday, November 6th, 2025 | 9:00 – 10:30 am CST
- Thursday, November 20th, 2025 | 9:00 – 10:30 am CST
Frequently asked questions
No problem, all sessions are recorded and sent to all participants each week with supporting materials.
Sessions are limited to 10 participants.
No, the course is designed for everyone. Most CEPAs strongly desire to integrate exit planning as a growth strategy for their primary practice and just need to know how.