Benefits of the CEPA Leadership Cohort


CEPA Feud is Back!

One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring! … read more

EPI Celebrates GivingTuesday

As we celebrate GivingTuesday this year, we thought we would share how incorporating a charitable giving plan benefits you and your business. … read more

EPI Advisors Raise $52,100 for WISH for OUR HEROES at 2019 Summit Giveback

SAN ANTONIO, TX – Sept. 26, 2019 — Attendees of the 2019 annual Summit Giveback raised $52,100 in two hours for WISH for OUR HEROES (W4OH) through a combination of general donations, silent auction, and live auction. To date, Exit Planning Institute has raised $117,000 for four different charitable organizations in four different cities. Each… read more

EPI Advisors Raise $20 Thousand for Alzheimer’s at 2018 Summit Giveback

NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 for Abe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The Exit Planning Institute’s Annual Summit Giveback differs from other Summits in the advisory field. The Summit… read more