Exit Planning Institute

EPI Christmas in July Special

Immerse yourself in the exit planning community this year during our Christmas in July promotion!  Exit Planning Institute is offering three best-in-class exit planning resources to improve your advisory practice and expand your network of advisor connections.

Save over $800 on exit planning courses, conferences, and content During Christmas in July. Purchase your registration to the 2024 Exit Planning Summit before the end of July and receive a Triggering Event Workshop with EPI CEO, Chris Snider. The first 50 people to purchase will also receive a free audiobook of the recently released second edition of Walking to Destiny.

Christmas in July Special Includes

Retails for $2,490, Yours for only $1,595!

The 2024 Exit Planning Summit

The Exit Planning Summit is the premier conference for the exit planning community. Join EPI April 28-30, 2024 at the beautiful JW Marriott Marco Island Beach Resort for three days of exit planning content, and innovative sessions from industry experts.

The Triggering Event Workshop

In this workshop, Exit Planning Institute CEO, Christopher Snider, will take you through the business valuation process. Chris will break down the language, terminology, and numbers involved so that even those who are not certified professionals in the subject can understand what makes a business valuable.

FEATURED ARTICLES

Explore more award-winning content from Exit Planning Institute.

233 CEPAs Join the EPI Network in March 2026

233 CEPAs Join the EPI Network in March 2026

Apr 20, 2026 11:00:00 AM
Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)

Meet the 2026 Excellence in Exit Planning Award Winners

Apr 19, 2026 3:30:00 PM
Exit Planning Institute Welcomes InitiativeOne® as Partner
EPI Welcomes InitiativeOne Leadership Institute as Partner

Exit Planning Institute Welcomes InitiativeOne® as Partner

Apr 17, 2026 11:00:01 AM
The Intellectual Property Risks of AI in Exit Planning
The Intellectual Property Risks of AI in Exit Planning

The Intellectual Property Risks of AI in Exit Planning

Apr 16, 2026 11:00:02 AM
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)

Recognizing Certified Exit Planning Advisors from our 2010 Class

Apr 13, 2026 11:00:01 AM