EPI Fort Lauderdale Chapter

Join us for a dynamic panel discussion with industry experts as they explore the cutting-edge strategies shaping the future of investing. Discover the 'why' behind the latest investment trends, learn how they're transforming the market, and find out how you can play a pivotal role in this exciting evolution. Register now to secure your spot! https://hubs.li/Q02NrDpX0

Building a successful exit plan is like building a sturdy stool: it needs three strong legs.🪑 As CEPA’s, you know our Value Acceleration Methodology starts with The Three Legs of the Stool: 1. Your business plan 2. Your personal plan 3. Aligned financial goals Are you effectively balancing you and your clients' business, personal, and financial goals? Share your success stories and tips with the community. Let's elevate the exit planning industry together! #CEPA #exitplanning #valueacceleration

Are you ready to take your expertise to the next level? Our upcoming event is designed to provide you with cutting-edge insights, powerful strategies, and valuable connections that will help you succeed in the ever-evolving world of exit planning. Don't miss out on this opportunity to grow your knowledge and expand your network. Use the link below to register! https://hubs.li/Q02Mzw5Q0

Labor Day isn't just about the long weekend - it's a reminder of the hard work and dedication that drives our businesses forward. 🛠️ For business owners, it's also a crucial time to reflect on the future. Are you prepared for what's next? Honor this Labor Day by making sure your business thrives today and beyond! #LaborDay #ExitPlanning #ValueAcceleration

Thank you to all that attended our Summer Social last night at the Hyatt Centric Las Olas Fort Lauderdale. It was an opportunity for us to get to network with other exit planning professionals and build our collaborative networks, an necessary element in effective exit planning. Special thanks to my fellow board member Michael Schuster for organizing this event. You always do a spectacular job! We are taking the summer off but our meetings will begin again on September 19th at the Fort Lauderdale Yacht Club. Here is the link to register for this event on Private Equity and Family Office investinghttps://lnkd.in/ejSTr9Ki . Have a great summer!

Our June Social is tomorrow and there's still time to register! Click here for more details: https://lnkd.in/eS-nTzwG!

Have you heard? The date of our June Social has changed. The perk? There's still time to register! Click here for more details: https://lnkd.in/eS-nTzwG

The date of our June Social has changed! Please visit the event's page below for more details! https://lnkd.in/eS-nTzwG

Please come and say hello and connect with other top professionals in the field of Exit Planning at our upcoming Summer Social on Thursday June 13th at the Hyatt Centric Las Olas. Please register at https://lnkd.in/eS-nTzwG.

June Summer Social https://lnkd.in/eS-nTzwG Join us for a networking only event this month. This is a great chance to attend one of our socials where you can meet financial and legal professionals with interest in exit and succession planning for their clients. Date: Thursday, June 13, 2024 Time: 6:00 pm - 8:00 pm Eastern Time Where: Hyatt Centric Las Olas, Fort Lauderdale, Harborwood Urban Kitchen | 100 E. Las Olas Blvd, Fort Lauderdale, FL 33301 Cost: $45, Free for Members