Events & webinars

2024 EO Equity Summit – Business Advisor Track

Our second annual Employee Ownership Equity Summit is in Los Angeles May 6-8.  We will offer a continuing education (CE) track, accredited by the CFP Board and NASBA for CPE for up to 8.0 hours of CE. This “learn and earn” opportunity will help you and your colleagues to spot, educate and refer small business owner clients to appropriate employee ownership models.

Read all the details including the agenda and guest speakers on the main event page here.


Registration is now closed for this event.