Local leadership with access to global capabilities
San Antonio, TX
In partnership with the TexasBarCLE, BNY Mellon Wealth is proud to sponsors the 2017 Advanced Family Law conference live from San Antonio.
Bonita Springs, FL
The EPI International Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 125 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. It features 20 educational sessions taught in interactive workshop style form and 7 events including the Excellence in Exit Planning Awards all within the 2-day Summit.
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