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, 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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CEPA S.M.A.R.T. Marketing Virtual Workshop


We all know setting goals is important to success, but it is the strategy behind the goal that is just as, if not more, important. It is key to set S.M.A.R.T. (Specific, Measurable, Attainable, Realistic and Time Bound) goals. Marketing specialist host, Christine Hollinden, will take you through a thoughtful approach to relevant content for your firm in light of the COVID-19 pandemic.

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Broadcast Date: Sep 4 | 10:00 AM ET

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Broadcast Date: Oct 2 | 10:00 AM ET

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Broadcast Date: Nov 6 | 10:00 AM ET

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Free Exit Planning Education


Open to Public | Free to Attend

The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program.  These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts and past recordings below.

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Broadcast Date: Feb 19 | 1:00 PM ET

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Broadcast Date: Mar 11 | 1:00 PM ET

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Broadcast Date: Apr 01 | 1:00 PM ET

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Broadcast Date: May 06 | 1:00 PM ET

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Broadcast Date: May 13 | 1:00 PM ET

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Broadcast Date: Jun 03 | 1:00 PM ET

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Broadcast Date: Jun 16 | 1:00 PM ET

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Broadcast Date: Jul 30 | 1:00 PM ET

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Broadcast Date: Aug 18 | 1:00 PM ET

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Broadcast Date: Sep 02 | 1:00 PM ET

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Broadcast Date: Oct 07 | 1:00 PM ET

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Broadcast Date: Nov 12 | 2:00 PM ET

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Broadcast Date: Dec 02 | 1:00 PM ET

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Exit Solutions Alliance Series


Open to Public | Free to Attend

Exit planning and value acceleration fail when advisors think from a siloed perspective.  No individual advisor can be a specialist in every component that goes into creating rapid value growth and effective exit strategy.  But to become a generalist in all things exit planning so you can look at things from all angles and “do it all yourself” is as faulty as thinking through one lens.  Jack of all trades, master of none, right?  Instead, subscribe to the Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from across the exit planning ecosystem. Don’t miss your chance to pick the brain of the experts every month.

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Broadcast Date: Apr 14 | 1:00 PM ET

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Broadcast Date: Apr 16 | 1:00 PM ET

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Broadcast Date: May 14 | 1:00 PM ET

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Broadcast Date: Aug 12 | 1:00 PM ET

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Ask the Expert: Summit Insight Series


Open to Public | Free to Attend

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

This annual broadcast series offers attendees relevant introductory educational topics presented by esteemed experts a part of the Exit Solutions Partner Network. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast.

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Broadcast Date: May 12 | 1:00 PM ET

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Broadcast Date: Aug 13 | 1:00 PM ET

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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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Advanced Deep Dive Webinar Series


Registration: $99 | Free to EPI Mastermind Members

The EPI Deep-Dive Webinar Series is the perfect fit for an exit planning advisor who wants to dive deeper into the topics within the eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Each month, industry experts will provide useful training that every exit planner (or advisor that works with business owners) needs to be successful.

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Broadcast Date: May 07 | 1:00-3:00 PM ET

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Broadcast Date: Jul 09 | 1:00-3:00 PM ET

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Broadcast Date: Aug 06 | 1:00-3:00 PM ET

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Previous EPI Webinar Series


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

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