If you have been a part of the Exit Planning Institute community for a while, you know how important changing the outcome for business owners is to us. Each year EPI collaborates with a charity or cause that can be positively impacted by our advisor community. This year, we collaborated with Hello Alice, an organization that… read more
Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the… read more
SAN ANTONIO, TX – Sept. 20, 2019 — The Exit Planning Institute is coming to San Antonio and with it comes the annual Summit Giveback. Presented in partnership with SWBC Investment Services, the Summit Giveback will take place on Monday, Sept. 23 from 5:30 p.m. – 7:00 p.m. on the rooftop of the St. Anthony… read more
When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more
Last year, EPI introduced the Power Sessions at the Exit Planning Summit in Nashville! Inspired by TED, the global community bringing you ‘ideas worth sharing,’ seven speakers from diverse areas of expertise took the main stage and delivered hyperfocused talks that challenged the advisory community in attendance to tackle common industry pitfalls head on. Following… read more
