EPI is Pleased to Welcome 175 New Advisors to the CEPA Community
EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 175 New Advisors to the CEPA Community
EPI is Pleased to Welcome 160 New Advisors to the CEPA Community
EPI Masterclass | October Class of 2020: Join in congratulating and welcoming the 160 newest advisors to join the growing exit planning community!… read more
The Power of Feedback: 2020 EPI Member Survey
Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… read more
Guardian Life Insurance joins the CEPA Community
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
EPI is Pleased to Welcome 144 New Advisors to the CEPA Community
EPI Masterclass | August Class of 2020: Join in congratulating and welcoming the 144 newest advisors to join the growing exit planning community!… read more
Recommended Reads for the
EPI Insiders Bash
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more
EPI is Pleased to Welcome 102 New Advisors to the CEPA Community
EPI Masterclass | July Class of 2020: Join in congratulating and welcoming the 102 newest advisors to join the growing exit planning community!… read more
Next Up in the Mastering Exit Planning Series: Accelerating Value in Any Environment
Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more
EPI Masterclass Experiences
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more
Introducing the EPI Insiders Bash
We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more
EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
Mastering Exit Planning Webinar Series
Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics. … read more
