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Get a Little Extra Exit Planning in Your Life

E.g., 09/18/2021
E.g., 09/18/2021

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.

Discover Exit Planning Webinar

Discover Exit Planning Webinar

Sep 21st 2021 - 2:00pm to 3:00pm

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

Sep 27th 2021 - 1:00pm to 3:00pm
Sep 28th 2021 - 1:00pm to 3:00pm
Sep 29th 2021 - 1:00pm to 3:00pm
Sep 30th 2021 - 1:00pm to 3:00pm
Oct 1st 2021 - 1:00pm to 3:00pm

Eastern

BEI's Livesteam Boot Camp for Advisors.

Uncertain times

Exit Planning Webinar | Stop Planning - Owners and Advisors Now Focus on Resilience

Sep 29th 2021 - 11:00am to 12:00pm

Eastern

Elizabeth Mower, President of BEI, and Susan Bradley, Founder of Sudden Money Institute, discuss ways to introduce stability in an ever-changing world. Being prepared and having contingency plans for every possible scenario is what your business owner clients (and your own firm) need for a successful future.

Discover Exit Planning Webinar

Discover Exit Planning Webinar

Oct 7th 2021 - 11:00am to 12:00pm

Eastern

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

EPIC

Stop Recreating the Wheel

Oct 13th 2021 - 2:00pm to 3:00pm

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.

Exit Planning Webinar | How to Get in The Door with Doug Easton

Oct 19th 2021 - 1:00pm to 1:30pm

Eastern

 Learn how the BEI’s marketing resources can bring you more brand recognition, more clients, and more revenue per client, all with less effort and time spent on your part.

Exit Planning Boot Camp

Exit Planning Boot Camp Livestream

Nov 8th 2021 - 1:00pm to 3:00pm
Nov 9th 2021 - 1:00pm to 3:00pm
Nov 10th 2021 - 1:00pm to 3:00pm
Nov 11th 2021 - 1:00pm to 3:00pm
Nov 12th 2021 - 1:00pm to 3:00pm

Eastern

BEI's Livesteam Boot Camp for Advisors.

Exit Planning Boot Camp

Exit Planning Boot Camp Livestream

Dec 13th 2021 - 3:00pm to 5:00pm
Dec 14th 2021 - 3:00pm to 5:00pm
Dec 15th 2021 - 3:00pm to 5:00pm
Dec 16th 2021 - 3:00pm to 5:00pm
Dec 17th 2021 - 3:00pm to 5:00pm

Eastern

BEI's Livesteam Boot Camp for Advisors.

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