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Rocky Mtn EPI: State of the Chapter with your Rocky Mountain EPI Leadership
October 12, 2021 @ 1:30 am - 3:00 am MDT
Our October chapter meeting will be in person for the first time since January 2020. The format will be a town hall-style conversation with the Chapter leadership to best connect with our community. Please join us to share your feedback, and also suggest topics of interest for 2022. Networking time will be expanded so that we can have the opportunity to catch up in person.
The purpose of the EPI Rocky Mountain Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business.
The purpose of the EPI Rocky Mountain Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business.
Date: Tuesday, October 12, 2021
Time: 7:30 A.M. – 9:00 A.M. MT
Venue: The Commons on Champa
Address: 1245 Champa St, Denver, CO 80204
Learning Objectives:
- Network with your Rocky Mountain EPI community
- Share your feedback
- Suggest topics of interest for 2022
Meet the Presenters: Gus Spaulding – CEPA, Partner, Cresset Capital, Shina Culberson – CFA, President, Quist Valuation, Bill Heermann – Partner, Newport LLC, Wesley Weise – Private Client Advisor, Jeff Barker – CPA, CEPA, PFS, Tax Partner, ACM LLP.