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 Started!

Thank you for your membership and welcome to the Exit Planning Institute!  Below are a few helpful tips to get you started as you begin your journey with us.

• Learn about EPI

• Five Things To Do Today:

• Log-in

• Let us know who you are.

• Bookmark the EPI Knowledge Center

• Hear from your peers.

• Check out our Calendar.

• Get Connected

• Get Involved

• Questions? Ask Us.

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Learn about EPI

• Learn About The Exit Planning Institute – Explore and learn all about the Exit Planning Institute.

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Five Things to Do Today

1. Log on – Access all member-only content and resources available at your fingertips. Haven’t logged onto our website yet? Use your primary email address and your password in the Member Login box in the upper right corner of your screen. If you need assistance logging on, contact the Member Service Center at (847) 458-2124 or memberservice@exit-planning-institute.org.

2. Let us know who you are

• Update your contact information – Make sure your contact information is current to ensure the continuance of member benefits without interruption. After logging on, click on “Update Your Member Profile here” and then “edit” to update your information.

3. Bookmark the Knowledge Center – Get help to find what you are looking for by asking our trained staff where to locate knowldege-based resources.

4. Hear from your peers – Discover the challenges and opportunities your peers are dealing with by subscribing to the EPI Networking/Collaboration Group in LinkedIn.

5. Check out the Calendar – Find a program that will help take your organization and career to the next level by checking out the upcoming online and in-person programs that EPI has to offer.

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Get Connected!

• Get connected – Discover great people, programs, and resources at EPI.

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Get Involved!

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

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Ask Us

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