What are Learning Labs? Introducing a New Offering at the 2022 Exit Planning Summit

What Are Learning Labs?

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This year, Exit Planning Institute introduces a new session to the Summit. We will host ten Learning Labs with valued industry partners!… read more

Meet the Growing EPI Team

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Exit Planning Institute cares deeply about our employees and is proud to announce the promotion of four members of our team and introduce four new members of the EPI team … read more

Benefits of a Pet Friendly Office

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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

Growing our EPI Team during a Pandemic

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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

Announcement: Eight New CEPA Programs for 2021 Registration

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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

The Power of Feedback: 2020 EPI Member Survey

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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

Reintroducing Hello Alice

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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