EXCLUSIVE BENEFITS
USE THE UNIQUE LINK BELOW WHEN REGISTERING TO RECIEVE DISCOUNTED RATE
EPI is pleased to provide the network of Cetera advisors with exclusive pricing to global programs and products as your preferred partner in exit planning and the Value Acceleration Methodology.
Harnessing Our Aligned Vision: The leaders at the Exit Planning Institute and Cetera have collaborated to provide elite professional advisors and associates in the network with discounts to existing premier educational opportunities. Those associated with Cetera receive a special discounted rate when applying for the Certified Exit Planning Advisor (CEPA®) Program. Together, we can deliver the tools and resources you need to truly serve your business owner clients who are approaching their transition
To obtain your special pricing, use the unique registration link provided below:
For more information on upcoming program dates and bundle options: CLICK HERE
The Exit Planning Summit
The Exit Planning Summit is the premier exit planning event for attendees to experience the best-in-class exit planning education and actionable networking opportunities to better their practice. This three-day experience provides unique opportunities to truly learn and harness the power of the Value Acceleration Methodology™, which is the proven framework for holistic exit planning that aligns the owner’s business, personal, and financial goals. The Exit Planning Summit empowers attendees to be at the forefront of the conversation and invites inspiration, innovation, and evolution.
Learn More With EPI Academy
EPI Academy is a platform designed to house a plethora of exit planning courses, ranging from core topics in the Value Acceleration Methodology™ to deeper dives on concepts like tax planning, brain science, intellectual property, and more. As an advisor, investing time into growing your knowledge base sets you apart from your peers and empowers you to provide new information and offerings to your clients. EPI Academy is the perfect opportunity to do so, with courses eligible for EPI continuing education credits and, in some cases, CFP®, CPE, IWI, or FP Canada credits.
Dive Into Value Acceleration
Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth is the foundational text for the Value Acceleration Methodology™ as we use it today. Written by Exit Planning Institute CEO Christopher Snider, this book is the number one resource to help owners understand what makes a business attractive and what steps to take to grow value for the business. Walking to Destiny is the perfect opportunity for advisors to bridge the gap for their business owner clients and explain that exit planning is value-focused, current, and a good business strategy to help them fully unlock the value in their business.
