Locate an EPI Member

Locate a member of the Exit Planning Institute. Access our simple search here.

Are You Ready?

Are you positioned to benefit from the single most significant financial and demographic trend of this century?
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Exit Planning Models & Samples

Access an extensive library of exit planning templates, reports, models, white papers and research. (Credentialed Members Only)
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Recent News

Visit the Exit Planning Institute Newsroom to see what EPI has been up to in the press and on a local and national level.
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Chapters

The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
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Upcoming Events

The Exit Planning Institute is the premier provider of delivering innovative learning experiences, designed to advance the exit planning profession. Check the schedule for upcoming events.
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Speakers Bureau

Have one of EPI's distinguished speakers talk to your group about Exit Planning.
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Exit Planning Institute
2413 W. Algonquin Road, #504
Algonquin, IL 60102
P: 847.458.2124
F: 847.594.6114
Send us an Email

Get Connected!

Make the most of your Exit Planning Institute membership! Get connected to the people, programs, information, and resources that can help take your business to the next level.

• To other members.

• To the tools and resources to help you in your exit planning business.

• To programs where you’ll learn about all areas of association management.

• Get Involved!

• To us. Questions? Ask us.

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With other members

• Member Online Directory – Build your professional network on the Exit Planning Institute's Members’ Directory by completing and keeping your profile up-to-date.

• Listservs – Connect with your colleagues in the EPI community by asking your exit planning questions on the relevant email based listservs.

• LinkedIn – Join the Exit Planning Institute Group to connect with your peers and build your exit planning professional community network.

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Knowledge: Tools and resources to help you do your job.

• Knowledge Center – Get your questions answered. Our Knowledge Center is a members-only service where EPI staff will assist in the research with you.

• Research – Access the latest research on the exit planning industry, designed to provide resources that will help you focus on critical factors and enhance your professionalism.

• EPI Calendar – Visit EPI's education calendar to find and register for a program that is right for you. Watch the calendar for the posting of upcoming webinars!

Get Involved!

• Get Involved – Explore the many ways you can get involved at all levels of expertise and time commitment with EPI.

• Volunteer – Volunteer with any of our councils or committees at any time and learn about the specific projects you can assist with on a project-to-project basis. Questions? Email volunteer@exit-planning-institute.org.

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Ask Us

Member Service Center
(847) 458-2124
Memberservice@exit-planning-institute.org