CEPA


A Look Into the EPI Conejo Valley Chapter Launch

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

EPI Masterclass Experiences

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

Introducing the EPI Insiders Bash

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

Mastering Exit Planning Webinar Series

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

Mid-Year Review State of the Institute Address

Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more

A Look Into the EPI Greater Boston Chapter Relaunch

The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Greater Boston marketplace, joined forces to launch the Exit Planning Institute Greater Boston Chapter on Wednesday, February 19, 2020… read more