EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
EPI is Pleased to Welcome 108 New Advisors to the CEPA Community
EPI Masterclass | May Class of 2020: Join in congratulating and welcoming the 108 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 189 New Advisors to the CEPA Community
EPI Masterclass | April Class of 2020: Join in congratulating and welcoming the 189 newest advisors to join the growing exit planning community!… read more
30 Days Later: A Quick Note on Change, Leadership, Innovation, Teamwork, and Gratitude (oh, and a new product announcement)
Why what we did these past 30 days is bigger than the product. In mid-March, the entire world as we knew it was changed. The professional education industry, which was performing at a historical high, flatlined. As the sweeping stay-at-home orders changed our daily lives and our careers as we knew them, we were forced… read more
EPI Announcement: EPI Masterclass is New, Reinvented Way Learn (and Earn CEPA) Online
Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more
EPI Continues Growth in 2020 with 3 More New Hires
As you know, the exit planning industry is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by three,… read more
EPI is Pleased to Welcome 89 New Advisors to the CEPA Community
CEPA San Diego | Class of 2020: Join in congratulating and welcoming the 89 newest advisors to join the growing exit planning community!… read more
EPI Continues Growth in 2020 with 4 New Hires
As you know, exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by four and we’ve… 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
367 Strong
CEPA Chicago | Class of 2019: Join in congratulating and welcoming the 69 newest advisors to join the growing exit planning community!… read more
[Phoenix, AZ] EPI is Pleased to Welcome 66 New Advisors to the CEPA Community
CEPA Phoenix | Class of 2019: Join in congratulating and welcoming the 66 newest advisors to join the growing exit planning community!… 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