WEBINARS AND ONLINE EDUCATION

Exit Planning Webinars and Online Education


BEST INDUSTRY CONTENT IN THE FORM OF HUNDREDS OF WEBINARS EVERY YEAR

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 hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.

 

Watch Post-Broadcast Webinar Recordings

Note: Webinar recordings will be made available post-broadcast. For those broadcasts that are available to the public, simply click the link below the banner and watch immediately. For member only recordings, log in to the EPI Member Center.



VIRTUAL EDUCATION OPTIONS

EPI Business Development Series


Open to Public | Free to Attend

You are an exit planner.  You can help owners create strategies that will reduce risk, build value, and harvest wealth.  Your credential is listed on your business card and you are ready for the floodgates to open…now what? As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself.  Exit planning is personal, transformational, and unique.  And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity.  We can help.

Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.

 

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Broadcast Date: Jan 22 | 1:00 PM ET

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Broadcast Date: Feb 26 | 1:00 PM ET

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Broadcast Date: Mar 25 | 1:00 PM ET

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Broadcast Date: Apr 22 | 1:00 PM ET

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Broadcast Date: May 27 | 1:00 PM ET

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Broadcast Date: Jun 24 | 1:00 PM ET

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Broadcast Date: Jul 22 | 1:00 PM ET

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Broadcast Date: Aug 26 | 1:00 PM ET

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Broadcast Date: Sep 23 | 1:00 PM ET

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Broadcast Date: Oct 28 | 1:00 PM ET

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Broadcast Date: Nov 18 | 1:00 PM ET

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Broadcast Date: Dec 16 | 1:00 PM ET

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Previous EPI Webinar Series


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Contact us today to request recordings of any of previous our webinar series.

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PAID SERIES & WORKSHOP OPTIONS

Certificate in Exit Planning (CEP) Online Course

Registration: $500 | Early bird rate: $400

The Certificate in Exit Planning Online Program was developed by nationally recognized experts who serve as faculty members for the Exit Planning Institute’s Certified Exit Planning Advisor ® (CEPA®) Program. The six-module program was designed to take professional advisors (as well as sales and marketing professionals and colleagues of existing CEPAs) through an ‘exit planning 101’ course that provides an overview of the Value Acceleration Methodology™.  Attendees leave the program with a baseline understanding of what exit planning is and how to help business owners plan effectively. Participants who have successfully completed the course receive a Certificate in Exit Planning from the Exit Planning Institute.

Each CEP online program is held once a day, Monday through Friday, starting at 9:00 a.m. PT / 10:00 a.m. MT / 11:00 a.m. CT / 12:00 p.m. ET and run between 1-1.5 hours per session. Exit Planning Institute can offer this program live in-person as a one-day workshop for your teams, communities, clients, or large organizations. Contact our team for group pricing and details.

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Feb 10 - 14, 2020

Feb 10 - 14, 2020

Earlybird ends Jan 31

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Jul 27 - 31, 2020

Jul 27 - 31, 2020

Earlybird ends Jun 30

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