Exit Planning Institute

WEBINARS

Online Education Options

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects which allows the CEPA® to become a further resource to the business owner by providing thought provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

2024 State of the Institute Address
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Webinar

2024 State of the Institute Address

Join Scott Snider, President of Exit Planning Institute, as we deep dive into the results of the 2023 National State of Owner Readiness Report and how the evolution of exit planning aligns with our goals of educating business owners and creating significant companies.

February 29, 2024
The Generous Business: How Families Are Using Their Business As an Engine for Generosity
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Webinar

The Generous Business: How Families Are Using Their Business As an Engine for Generosity

Join Michael King, V.P. and Charitable Gift Planning Attorney/Charitable Wealth Strategist of National Christian Foundation as we discuss the two primary planning strategies that business owners employ to capture these enhanced charitable and tax benefits.

March 5, 2024
Generational Dynamics
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Webinar

Generational Dynamics

Join Jocelyn Greenky Underwood, Efficiency Expert of Sider Road, as we discuss how to understand how to shift when needed depending on the generation with whom you are speaking to ensure the relationship moves forward.

March 12, 2024
Pre & Post-Liquidity Event Planning: A Way To Combine Tax & Financial Planning with a Powerful Investment Solution
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Webinar

Pre & Post-Liquidity Event Planning: A Way To Combine Tax & Financial Planning with a Powerful Investment Solution

Join Nick Rosenthal, Co-Chief Executive Officer at Griffin Capital Company, LLC, as we discuss how to understand the tax benefits of Qualified Opportunity Zone Funds. And learn how to use the Opportunity Zone Fund strategy benefits.

March 19, 2024
A Proven System to Accelerate Revenues and Harness the Power of Your CEPA Credential
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Webinar

A Proven System to Accelerate Revenues and Harness the Power of Your CEPA Credential

Join Susan Danzig, Certified Business Development Coach, Speaker, Trainer, Program Leader of Susan Danzig LLC, as we decode the art of leveraging your CEPA credential into a robust, revenue-generating asset. This isn't just a webinar; it’s a strategic blueprint for professionals who are serious about scaling their business to new heights.

April 2, 2024

Previous EPI Webinars

A CEPA Credentialed Plus Member Benefit

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects, which allows the CEPA® to become a further resource to the business owner by providing thought provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

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CEPA Exclusive Webinar Library

Recordings available 24/7

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