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

EPI Membership – Take Part in the Largest Generational Transfer of Wealth in History!

EPI offers a flexible four level membership system for professionals: 

• Academic Membership

• General Membership

• Candidate Membership. 

• Credentialed Membership. 

Each is designed specifically to meet the needs of professionals with different levels of interest in the field of exit planning.

Your membership in the Exit Planning Institute provides you with powerful and unequal member benefits, available only through the EPI, including the knowledge, tools, and skills you need to deliver exemplary exit planning strategies to your clients.

Importantly, EPI is the only entity offering CEPA certification.  EPI’s 5-day professional training program is the most comprehensive available in the field of exit planning.  Only EPI members can attend the CEPA course.

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

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

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

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