Chapters


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

Announcing the 2020 EPI Local Chapter Event Schedule

The Exit Planning Institute (EPI) supports more than 25 local chapters from coast-to-coast. Every chapter is a hub for advisors, leaders, and experts to network with complementary disciplines to his/her specialty, earn continuing education, and collaborate on exit planning projects.… read more

2020 EPI State of the Institute Address

In this broadcast, Scott Snider will review the accomplishments of 2019 on a local, national, and industry-wide level. He will then look ahead to the future, providing attendees a first-look at the advancements, programs, new benefits, and schedule EPI has implemented for 2020.… read more

EPI Fall Exit Planning Education Roundup

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

In Case You Missed It: Best Industry Content

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

[Cleveland, OH] Exit Planning Institute Community Event

As the exit planning industry continues to rapidly grow, so does the EPI team. Back in February, the Exit Planning Institute moved into a new home in order to support the quickly expanding team. In 2019, EPI has welcomed Joe Klauer, Member Experience Representative, and Scott Lang, Business Development Manager, and is planning to add… read more

2019 EPI Local Chapter Midyear Schedule

In 2007, Chris Snider, President, and CEO of the Exit Planning Institute started the first local chapter in Northeast Ohio, becoming the first-ever Chapter President. In 2019, The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with… read more

EPI Greater Los Angeles: Chapter President’s Corner

Contributed by award-winning exit planner, Melisa Silverman Welcome to the Greater Los Angeles EPI Chapter Newsletter! Every other month, we will be sending out a newsletter with upcoming chapter programs and upcoming events and mixers to make sure you’re informed on what’s going on so you can get involved. We will also try to include… read more

EPI Chapter Network Continues to Grow

In 2007, Chris Snider, President, and CEO of the Exit Planning Institute started the first local chapter in Northeast Ohio, becoming the first-ever Chapter President. Eleven years later and EPI is celebrating the expansion into our 25th market with the newest addition, the Rocky Mountain Chapter, holding their awareness event yesterday in Lakewood, Colorado. EPI… read more