EPI Advisors Raise $20,000 for Alzheimer’s

EPI Advisors Raise $20,000 for Alzheimer’s

Leaving a Positive Footprint in the Exit Planning Summit Host City Original article shared from EPI Blog on 9/29/2018   NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 forAbe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The […]

Summit Giveback Goes Virtual! Silent Auction Now Open to Entire Exit Planning Community

Summit Giveback Goes Virtual! Silent Auction Now Open to Entire Exit Planning Community

The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference.  On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause […]

More Than a Title: Honoring Leaders Who Lead by Action and Example

More Than a Title: Honoring Leaders Who Lead by Action and Example

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.   Each year, the Exit Planning Institute honors three […]

2018 Announcement: 55 New CEPAs Join Community

2018 Announcement: 55 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To […]

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

  The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and […]

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