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Get a Little Extra Exit Planning in Your Life

E.g., 02/28/2021
E.g., 02/28/2021

BEI National Conference

Aug 18th 2021 - 8:00am to 5:00pm
Aug 19th 2021 - 8:00am to 5:00pm
Aug 20th 2021 - 8:00am to 5:00pm

Mountain

The BEI National Conference will provide you with new planning techniques, marketing best practices, domestic and global perspectives on business and financing, and networking with the top Exit Planning professionals in the industry.

Exit Planning Webinar | Solutions to Consistently Create and Manage Custom Plans

Mar 4th 2021 - 12:00pm to 1:00pm

Eastern

Whether you want to manage the Exit Plan creation process yourself or outsource a portion to a consultant, BEI can help.

Discover Exit Planning Webinar

Discover Exit Planning Webinar

Mar 11th 2021 - 1:00pm to 2:00pm

Eastern

This webinar will show you how to seamlessly integrate Exit Planning into your practice and bring increased value to your clients

Exit Planning Boot Camp

Exit Planning Boot Camp Livestream

Mar 16th 2021 - 1:00pm to 3:00pm
Mar 18th 2021 - 1:00pm to 3:00pm
Mar 22nd 2021 - 1:00pm to 3:00pm
Mar 24th 2021 - 1:00pm to 3:00pm
Mar 26th 2021 - 1:00pm to 3:00pm

Eastern

BEI's Livesteam Boot Camp for Advisors.

Exit Planning with BEI's EPIC Software

Mar 17th 2021 - 2:00pm to 2:30pm

Eastern

Create a customizable, professional Exit Plan for your clients in minutes with the use of our planning software, EPIC™. EPIC is a completely cloud-based software, so you can create and store all your planning projects for each client from anywhere. Every plan is completely customizable.

Invest in Yourself Before Your Clients Invest in You

Mar 23rd 2021 - 12:00pm to 12:30pm

Eastern

Invest time to expand your own knowledge before you can share your expertise with your client base. 

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