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

How to Get Started

We connect great ideas and great people and then add the most comprehensive collection of association services and professional resources found anywhere.  You've already taken the first step by joining Exit Planning Institute, now it's time to make your membership work for you!

Get involved

Regardless of your professional background, you're sure to enjoy working and networking with other professionals who share your interest in the field of exit planning.

Consider volunteering your time and talent?  Visit EPI's Volunteer Leadership Opportunities to learn how you can get involved.   

Connect to the Exit Planning profession Worldwide!  Find exit planning professionals, industry sponsors, consultants, related organizations, and other members in your community and around the world by accessing the Institute’s Membership Directory. 

Stay informed

As a member of the Exit Planning Institute you can post questions and get answers on EPI’s Member Forums and tap into some of the greatest minds in the industry—your peers! Post a question, or simply peruse past and current discussions to find answers to questions you didn't even know you had!

Do you have a more complicated question or association industry related issue you're struggling to resolve? Contact the Exit Planning Institute’s staff, the industry's premier information resource. Experienced exit planning staff members are available to address your specific needs and interests. 

Would you like a library of exit planning resources right at your fingertips?  Your membership entitles you to full access  to dozens of models and samples, articles and white papers, case studies, and other road-tested resources to help you meet the challenges you face every day — all conveniently online at our Knowledge Center. 

Professional Development

The Certified Exit Planning Advisor or CEPA designation is your gateway to excellence in exit planning. This program is designed to enhance your performance, expand your knowledge of exit planning and related topics, and provide you with access to the Institute’s proprietary exit planning tools and deliverables.  Learn what you need to know from outstanding thought leaders experienced professionals who want to help you succeed.

Carve out your professional development schedule now for the entire year.  Visit the Institute’s Event Schedule—a comprehensive list of events and training offered by EPI.  Visit the full Calendar of Events.

Click here to learn more about our General Membership...

Credentialed Membership

Click here to learn more about our Credentialed Membership...