Webinar


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

May Business Development Webinar Roundup

EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more

Team Roles: Which One Do You Play?

Since wrapping up our April EPI Masterclass, our team has been combing through feedback, responses, and questions so we can make the experience even better next time. One attendee of the EPI Masterclass asked the following question, “Can a CEPA business consultant be the quarterback?” Who is the Quarterback? In response to the attendee’s question,… read more

April EPI Masterclass: Reflections from Attendees

Understanding what our attendees find valuable (and what they do not) is crucial to EPI. The power of feedback and guidance provides gives us the right focus. As one of our core values, feedback helps us continue to uphold our brand promise: best content in the industry, ongoing support and advisor development, and provide a platform… read more

EPI Announcement: EPI Masterclass is New, Reinvented Way Learn (and Earn CEPA) Online

EPI Masterclass Announcement CEPA Online

Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more

Not All Heroes Wear Capes: Supporting the Business Community

Because of the COVID-19 worldwide pandemic, we know that not all heroes wear capes. Members of the EPI community have certainly proven themselves as heroes during this time as they support the business community. As we continue to navigate the current changing conditions, EPI is dedicated to providing you with relevant information to help support… read more

Business Development Webinar Roundup

EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more

Top Content to Catch Up on During the Holidays

As 2019 comes to a close, we wanted to provide you with the top content for you to read or watch over the holidays. As an education company,  EPI believes in constant professional development which is why we strive to bring you thought-provoking and topical content that increases your knowledge base. No matter your mood,… read more

EPI Fall Exit Planning Education Roundup

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

Top Reading List to Improve Your Marketing

In a marketplace where everyone is at the top of their game, it is important to give yourself an edge. In order to continuously progress and develop skills that set you apart, you must stay educated and practice lifelong learning. Experts with a voracious appetite for success, Warren Buffett, Mark Cuban, and Bill Gates, all… read more