Why ‘Connecting with the Kids’ Fails in the $124T Wealth Transfer

Learn why heirs fire advisors and how estate planning secures trust, client retention, and enterprise value.​​​​​​​

Thursday, October 16, 3:00 PM EST

Meet Your Coaches!

  • Carter Wilcoxson

    CEO | Founder ePIC Services Company

  • Ciara Lister, Esq.

    Chief Counsel | ePIC Services Company

  • Rosalie Perkins

    CMO | ePIC Services Company

In Honor of National Sports Day, Here's A Peak at our Playbook!!

  • Why Estate Planning is the Winning Play

    (and why TIA status is the best move)

  • How To Coach Families in Succession Planning Conversations​​​​​​​

  • Why Outright Distributions Fails​​​​​​​

  • TIA = The MVP Role

  • Intro to the ePIC System

  • ...and more!!!

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