CEI to present at the Annual EPI Summit

Co-founders Marc Rosen and Judy Bodenhamer have been selected to present in Bonita Springs, Florida at the annual Exit Planning Institute gathering where over 200 people will gather to share best practices. The conference runs from September 11-13, 2017. Marc and Judy will be sharing their insights on the advisor of the future and will be conducting a full-day workshop on “Moving Beyond the Trusted Advisor”. To learn more, please click on the link – ExitPlanningConference.com.