2019 EPI Local Chapter Event Schedule

The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with complementary disciplines to his/her specialty, earn continuing education, and collaborate on exit planning projects. Every chapter is led by a top Certified Exit Planning Advisor (CEPA) and a local… read more

2018 Announcement: 51 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more