EPI is Pleased to Welcome 167 New Advisors to the CEPA Community
EPI Masterclass | January Class of 2021: Join in congratulating and welcoming the 167 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 167 New Advisors to the CEPA Community
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 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
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
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
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
EPI is Pleased to Welcome 108 New Advisors to the CEPA Community
EPI Masterclass | May Class of 2020: Join in congratulating and welcoming the 108 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 189 New Advisors to the CEPA Community
EPI Masterclass | April Class of 2020: Join in congratulating and welcoming the 189 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 89 New Advisors to the CEPA Community
CEPA San Diego | Class of 2020: Join in congratulating and welcoming the 89 newest advisors to join the growing exit planning community!… read more
367 Strong
CEPA Chicago | Class of 2019: Join in congratulating and welcoming the 69 newest advisors to join the growing exit planning community!… read more
These Five Advisors Challenged the Status Quo: Who Got it Right?
At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful. Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more
2019 EPI Power Sessions: The Accelerator
At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful. Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more