Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the… read more
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more
We are pleased to announce the newest addition to the EPI Partner Network: The Kelley Group (TKG), renowned as the leading coaching company for the financial services industry and has become the leading authority on COI Mastermind Groups and CEO’s in the professional services field. While every person in an advisors’ network is significant to… read more
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more
Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more
The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Conejo Valley marketplace, are joining forces to launch the Exit Planning Institute Conejo Valley Chapter on Thursday, July 30, 2020 hosted virtually on Zoom. … read more
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics. … read more
Keyes celebrates the release of her new book, “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition.” She describes Poised For Exit as, “a small book packed with super valuable information.” … read more
