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

Volunteer Opportunities

Each year, Institute members partner with Exit Planning Institute’s staff to guide the Institute’s work. Getting involved is a great way to meet new people and get connected.

Board of Governors 
EPI is guided by Board of Governors. Nominations are made each spring by the Exit Planning Institute’s Leadership Committee. Current Board of Governors

Committees
Committee participation provides you the opportunity to test and expand your leadership skills as well as increase your professional contacts. Committee selection occurs in April of each year.  Volunteer opportunities are available through the Institute’s five standing committees.

• CEPA Program & Exam Committee - Chair, Christopher Jones, CEPA
  Committee Mission: To build value in the CEPA certification by having a fair, relevant, creditable, and rigorous training and examination program that is closely aligned with the objectives and responsibilities of being a Certified Exit Planning Advisor.
• Events & Sponsorships
• Membership
• National Chapter Committee - Chair, Christopher Snider, CEPA
• Professional Development/Education