As we navigate our current “fluid” conditions, EPI strives to share relevant information to help navigate you through this worldwide experience as a business community. As an education company, EPI believes in constant professional development which is why we strive to bring you thought-provoking and topical content that increases your knowledge base. In this time… read more
Original article contributed from InitiativeOne [see full article] Catch Up: With InitiativeOne CEO and Founder on the Weekly Update Live Broadcast! Listen Now. Dr. Fred Johnson with Joe Seetoo at the 2019 Exit Planning Summit. During the Great Recession, many companies sought my advice for proceeding through uncertainty which had rattled their employees, thus accelerating… read more
EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more
The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Greater Boston marketplace, joined forces to launch the Exit Planning Institute Greater Boston Chapter on Wednesday, February 19, 2020… read more
CEPA San Diego | Class of 2020: Join in congratulating and welcoming the 89 newest advisors to join the growing exit planning community!… read more
Learning Exit Planning is exactly that; a column for anyone who has entered this industry and wants to understand what everything means and how it relates to them in their professional role. It is exit planning in layman's terms. … read more
Each monthly broadcast will help you build new business development skills to fill your sales funnel and put your practice in a position of abundance versus scarcity. … read more
Read about the key takeaways from the 2020 EPI Kickoff with Vice President Scott Snider.… read more
CEPA spotlight features the accomplishments of exceptional thought leaders in the advisory community. Acquire a deeper understanding and knowledge base by reading the stories of some of the industry's most perceptive experts.… read more
As you know, exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by four and we’ve… read more
The Exit Planning Institute (EPI) supports more than 25 local chapters from coast-to-coast. 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.… read more
In this broadcast, Scott Snider will review the accomplishments of 2019 on a local, national, and industry-wide level. He will then look ahead to the future, providing attendees a first-look at the advancements, programs, new benefits, and schedule EPI has implemented for 2020.… read more
