CEPA Masterclass is a Virtual CEPA Experience


CEPA Masterclass is a Virtual CEPA Experience

The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. … read more

Happy Valentine’s Day… Now Let’s Talk About Divorce

According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more

The Bachelor: How to Find the Perfect Advisor For You

The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more

Social Media Marketing for Business Advisors

Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more

The Perks of Virtual Chapter Events

Currently all EPI Chapter Events are being held in a virtual environment due to COVID-19 and the majority of these events are free to attend. One of the perks of virtual events is that you can attend events for any chapter regardless of location.… read more

Passing the Chapter Baton – Twin Cities Metro Area

Just like serving a term as President of the United States, Julie Keyes feels after four years as president of EPI’s Twin Cities Metro Area (TCMA) chapter, it is the perfect time for new leadership to step in and take her place.… read more

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

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