UBS

EXCLUSIVE BENEFITS

USE THE UNIQUE LINK BELOW WHEN REGISTERING TO RECIEVE DISCOUNTED RATE

EPI is pleased to provide the network of UBS Advisors with exclusive pricing to global programs and products as your preferred partner in exit planning and value acceleration.

Harnessing Our Aligned Vision: The leaders at the Exit Planning Institute and UBS Financial Services have collaborated to provide elite professional advisors and associates in the network with discounts to existing premier educational opportunities. Those associated with UBS Financial Services receive a special discounted rate when applying for the Certified Exit Planning Advisor (CEPA) Program (online and in-person options.)  Together, we can deliver the tools and resources you need to truly serve your business owner clients who are approaching their transition and in turn, change the outcome for the good in the middle market.

 

To obtain your special pricing, use the unique registration link provided below:

 

For more information on upcoming program dates and bundle options: CLICK HERE