CEPA Study Groups
Marketing Strategies – Group 1
Heather Steele, the founder of Blue Steele Solutions. Their firm specializes in working with advisors in the Exit Planning space. She will present to each group individually so she can have time to answer everyones questions. Meeting Info https://us02web.zoom.us/j/87020251921?pwd=QytrbGthT296T0MvSHhBazkrV3JSQT09 Meeting ID: 870 2025 1921 Passcode: 364370
Marketing Strategies – Group 2
Heather Steele, the founder of Blue Steele Solutions. Their firm specializes in working with advisors in the Exit Planning space. She will present to each group individually so she can have time to answer everyones questions. Meeting Info https://us02web.zoom.us/j/84563889512?pwd=ZkxjWU9pSkR3TzVXblhsTEZmZHNudz09 Meeting ID: 845 6388 9512 Passcode: 065231
Marketing Strategies – Group 3
Heather Steele, the founder of Blue Steele Solutions. Their firm specializes in working with advisors in the Exit Planning space. She will present to each group individually so she can have time to answer everyones questions. Meeting Info https://us02web.zoom.us/j/81112396656?pwd=N0pLd0YveDJNZGg0eUNtYU81aXpQUT09 Meeting ID: 811 1239 6656 Passcode: 737050
Marketing Strategies – Group 4
Heather Steele, the founder of Blue Steele Solutions. Their firm specializes in working with advisors in the Exit Planning space. She will present to each group individually so she can have time to answer everyones questions. Meeting Info https://us02web.zoom.us/j/82861619866?pwd=NVFKaitZdmszcWVVZkNQeDN1UWFMZz09 Meeting ID: 828 6161 9866 Passcode: 047651
Using the Tax Return for informational purposes – Group 1
Craig Brigman will present to each study group at your scheduled date and time. Practical uses for tax returns for all advisors. Learn how to make use of information you find on forms 1040, 1120, 1120-S, 1065, and K-1. This session will focus on Form 1040 and K-1 and how the information gets to the…
Using the Tax Return for informational purposes – Group 2
Craig Brigman will present to each study group at your scheduled date and time. Practical uses for tax returns for all advisors. Learn how to make use of information you find on forms 1040, 1120, 1120-S, 1065, and K-1. This session will focus on Form 1040 and K-1 and how the information gets to the…
Using the Tax Return for informational purposes – Group 3
Craig Brigman will present to each study group at your scheduled date and time. Practical uses for tax returns for all advisors. Learn how to make use of information you find on forms 1040, 1120, 1120-S, 1065, and K-1. This session will focus on Form 1040 and K-1 and how the information gets to the…
Using the Tax Return for informational purposes – Group 4
Craig Brigman will present to each study group at your scheduled date and time. Practical uses for tax returns for all advisors. Learn how to make use of information you find on forms 1040, 1120, 1120-S, 1065, and K-1. This session will focus on Form 1040 and K-1 and how the information gets to the…
Partner Networks – Group 1
Ray Croff will share his best practices on how he built a deep partnership referral network. He will spend about 15 minutes and answer any questions. We want to leave time for others in the group to share their strategies that they have found to be successful. Ray will present at each individual group. Meeting…
Partner Networks – Group 2
Ray Croff will share his best practices on how he built a deep partnership referral network. He will spend about 15 minutes and answer any questions. We want to leave time for others in the group to share their strategies that they have found to be successful. Ray will present at each individual group. Meeting…