Join Us for the 1st Ever EPI Regional Summit
| COURSE DETAILS | |
| DATES/TIMES: | Sunday, October 26 – Monday, October 27, 2025 |
| STYLE: | In-person |
| PRICE: | $520 (Early Bird Discount through September 8th) Registration fee after September 8th – $720 *EPI Chapter Members – contact Ela Degen for additional discount pricing. ([email protected]) |
| VENUE: | Westin – South Coast Plaza 3333 Bristol Street Costa Mesa, CA 92626 |
| WHO IT’S FOR: | Prior Fiduciary Attorney Summit and Gathering attendees, CA EPI Chapter members, and their collaborative partners, are invited to join us for a one-of-a-kind Business Exit Planning focused event. |
Energize your practice and connect with other legal, tax, wealth and exit planning professionals. The Gathering and Fiduciary Attorney Summit are combining to produce an even more powerful event full of learning and collaboration.
Hosted by Strazzeri Mancini LLP and Fox Rothschild, this year’s event focuses on business succession and exit planning.
You’ll network with prior Fiduciary Attorney Summit and Gathering attendees, as well as CA EPI Chapter members, to build collaborative opportunities. You’ll also gain perspectives directly from exited business owners while learning about:
- Practice building;
- Legal, financial, tax and business planning strategies;
- Bitcoin innovation;
- Counseling awareness on motive and misunderstanding;
- Business transition tools; and
- More!
This program is offered by the Fox Rothschild and Strazzeri Manicni in partnership with Southern California Institute