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.

321 CEPAs Join the EPI Network in January 2026
321 CEPAs Join the EPI Network in January 2026

321 CEPAs Join the EPI Network in January 2026

Feb 19, 2026 11:00:01 AM
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

Feb 17, 2026 11:00:03 AM
Why Financial Advisors Need a Different Process for Business Owners
Why Financial Advisors Need a Different Process for Business Owners blue text on white background

Why Financial Advisors Need a Different Process for Business Owners

Feb 16, 2026 11:00:00 AM
Introducing EPI’s Second Annual Exit Magazine
Introducing EPI's Second Annual Exit Magazine

Introducing EPI’s Second Annual Exit Magazine

Feb 12, 2026 11:00:00 AM
Where the Exit Planning Institute is Headed in 2026
Where the Exit Planning Institute is Headed in 2026 (2026 State of the Institute Address)

Where the Exit Planning Institute is Headed in 2026

Feb 10, 2026 11:00:00 AM