EPI is Pleased to Welcome 175 New Advisors to the CEPA Community

EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
Pet Friendly offices have been a growing trend in businesses across the country. A pet friendly environment has been proven to enhance productivity, drive collaboration between teams, and generally make for a happier office.… read more
EPI Masterclass | October Class of 2020: Join in congratulating and welcoming the 160 newest advisors to join the growing exit planning community!… read more
Since the pandemic hit, we have promoted two employees to team lead positions, hired new talent to grow our team, and have actively participated in leadership training and continuing education courses. … read more
While in person events and traveling may still be up in the air, Exit Planning Institute has released eight virtual program options for 2021. The past year has disrupted normalcy as we know it, and in order to evolve to meet the demand for innovative solutions for educational programs, networking, and best practice development, EPI… read more
Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… read more
If you have been a part of the Exit Planning Institute community for a while, you know how important changing the outcome for business owners is to us. Each year EPI collaborates with a charity or cause that can be positively impacted by our advisor community. This year, we collaborated with Hello Alice, an organization that… read more
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
EPI Masterclass | August Class of 2020: Join in congratulating and welcoming the 144 newest advisors to join the growing exit planning community!… read more
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
EPI Masterclass | July Class of 2020: Join in congratulating and welcoming the 102 newest advisors to join the growing exit planning community!… 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