Preparing Owners Emotionally for their Big Exit
Lien De Pau will present how to guide clients through the emotional side of exiting, help them let go with confidence, and overcome procrastination. By understanding the human side of exit planning, you’ll be equipped to build trust, align expectations, and lead your clients to a truly big exit. Don’t miss this session if you want to build deeper connections with your clients and help them achieve a meaningful, value-driven exit.
Close More Clients and Change More Lives – It All Really Begins with the Personal Plan
Personal planning, as the third leg of stool, is at its’ core the process of discovering how to create purpose, impact, and fulfillment after exiting. While not all CEPAs may feel called today to ‘lead with personal planning’, this webinar presented by Andrew Williams will explain why that is actually a critical place to start and provide turnkey approaches for how CEPAs can do so.
EO Advantage: Unlocking Employee Ownership for Your Clients
Stacey Smith and Zarin Kresge will speak on the looming “Silver Tsunami,” with more than half of U.S. business owners age 55 or older and nearly 2.9 million businesses facing retirement-driven transitions. With only 20% of businesses finding a buyer and fewer than 30% passing to the next generation, over half are at risk of closure. This session will explore employee ownership as a practical, profitable succession strategy that preserves legacy, protects jobs, and helps advisors stand out in a competitive landscape.
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Save the Date - 2025 EPI Webinar Strategic Partner
Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
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Preventing Delays and Lost Value with Digital Asset Protection™
Paige Wiese, founder and CEO of Tree Ring Digital, will share findings from over 75 transactions and introduce the Ownership Mapping Framework™, a process for identifying risks across 300+ digital data points. Attendees will learn practical steps to help clients improve valuation, reduce surprises, and strengthen their overall exit readiness through digital continuity planning.
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Exit Planning Pipeline for Financial Advisors
Exit planning is an industry, methodology and a pipeline. In this session, Dylan Walsh explores how we learn to move from CEPA education to CEPA execution, and the specific stages required to create a repeatable system to deliver it.
Save the Date - 2026 EPI Webinar Strategic Partner
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Purpose After Exit: The Next Chapter
"Who am I now? What’s my purpose? And what’s next for me?" One day, a business owner wakes up wondering who they are, why they’re here, and where they’re headed next. They’ve had a great run, but something is missing, and they feel it deeply. The future feels more uncertain than ever, the business that once shaped their identity will soon be gone, and the question of what comes next looms large. Chris Hare will introduce you to a narrative intelligence framework you can use to help owners strengthen the personal leg of the stool
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
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Top 10 Questions to Ask Business Owners about Commercial Real Estate
The webinar presented by Jason Bush offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
The Transition Trap: How First-to-Second Generation Handoffs Can Make or Break Business Value
This session presented by Cameron Earhart and Joey Brannon explores how to avoid the Transition Trap by aligning legacy with innovation, codifying the founder’s wisdom into systems, and empowering next-gen leaders to scale with confidence. Our goal is to share practical tools to de-risk generational handoffs, preserve enterprise value, and position the business for long-term success—whether the goal is a future exit or continued family ownership.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
2026 State of the Institute Address
The 2026 State of the Institute Address, delivered by Exit Planning Institute President Scott Snider, outlines the year’s priorities in exit planning. This annual broadcast will highlight the progress, innovations, and initiatives shaping the future of EPI and the advisor community. Scott will share key updates from the past year and discuss how the industry continues to evolve to meet the needs of CEPAs, advisors, and business owners worldwide.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
The Hidden Risks (and Opportunities) in Certified and Contract Dependent Business Exits
In this session, Meredith Moore, CEPA, Founder and CEO of Artisan Financial Strategies, explores the hidden risks and opportunities that determine whether these businesses build or lose transferable value. She will highlight how certification rules, contract structures, and owner readiness intersect and why early coordination among advisors, lenders, and the owner’s personal wealth strategy is essential.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar Series
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
