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.

How an Estate Planning Attorney Can Support an Exit Planning Team
How an Estate Planning Attorney Can Support an Exit Planning Team

How an Estate Planning Attorney Can Support an Exit Planning Team

Jun 4, 2026 11:00:01 AM
How Certified Exit Planning Advisors Can Help Guide Succession Planning
How Certified Exit Planning Advisors Can Help Guide Succession Planning

How Certified Exit Planning Advisors Can Help Guide Succession Planning

Jun 1, 2026 11:00:00 AM
You’ve Attended the Exit Planning Summit, Now What?
You've Attended the Exit Planning Summit, Now What?

You’ve Attended the Exit Planning Summit, Now What?

May 28, 2026 11:00:00 AM
Why Growth and Impact Week Matters for Business Owners and Advisors
Why Growth and Impact Week Matters for Business Owners and Advisors

Why Growth and Impact Week Matters for Business Owners and Advisors

May 25, 2026 11:00:02 AM
An Inside Look at EPI’s Business Owner Prospecting and Engagement Series
An Inside Look at EPI's Business Owner Prospecting and Engagement Series

An Inside Look at EPI’s Business Owner Prospecting and Engagement Series

May 21, 2026 11:00:02 AM