EPI is Pleased to Welcome 160 New Advisors to the CEPA Community

367 Strong

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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?

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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

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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 Exit Planning Summit Takeaways

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The Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable… read more