2020 State of the Institute Key Takeaways
Read about the key takeaways from the 2020 EPI Kickoff with Vice President Scott Snider.… read more
Monthly Archives: January 2020
CEPA Spotlight: Mark Kravietz
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
EPI Continues Growth in 2020 with 4 New Hires
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
Announcing the 2020 EPI Local Chapter Event Schedule
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
2020 EPI State of the Institute Address
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