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

The Exit Planning Institute, based outside of Chicago, has regional chapters in both the United States and Canada.

EPI’s Regional Chapters make strong peer-to-peer connections that make a real difference in your job and your career.

Midwest Chapter

The Midwest Chapter provides opportunities for members in IL, IN, WI and IA to connect in meaningful ways to advance both personally and professionally.

From quarterly networking receptions to complimentary idea swaps, the Midwest Chapter allows you to build a community of peers, advance your career, and volunteer within the exit planning field.

Canadian Chapter

The Canadian Chapter helps members across Canada connect in meaningful ways to grow both personally and professionally.

Through networking events, local programming, regional news, and volunteer opportunities, the Canadian Chapter allows you to build a community of peers, advance your career and volunteer within the exit planning field.

Great Lakes Chapter

This chapter is currently under formation.  Once established it will serve members in OH, MI, KY, IN, Western PA

New York Chapter

This chapter is currently under formation.  Once established it will serve members in the greater New York metropolitan area and Upstate New York.

Greater Texas Chapter

This chapter is currently under formation.  Once established it will serve members in TX

Western Regional Chapter

This chapter is currently under formation.  Once established it will serve members in California.