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
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
Send us an Email

Welcome New Members!

Thank you for joining the Exit Planning Institute!  We are delighted you are now one of hundreds of exit planning professionals who consider the Exit Planning Institute as their professional partner.  We promise to provide you with exceptional resources, valuable events, and essential tools to make your practice more successful.
 
In the coming weeks, you'll receive our flagship monthly e-Newsletter, The Exit Planning Advisor.  In the meantime, please take a moment to create your member account on the web site.  Simply click on " Create an Account" at the top of the Member Home Page with the user ID # you received via e-mail.
 
We've designed this web site just for you. Be sure to visit the Member Resources pages that connect you to ways to maximize your membership experience with us. 

You are immediately eligible for member discounts on educational programs and time-saving publications and resources designed to enhance your performance today.
 
But the Institute’s website is not your only resource; the entire EPI team is here for you!  Please contact us at any time with your member needs and ideas.  We are available at (847)303-6887, or send us a message at memberservices@exit-planning-institute.org. 

We look forward to your involvement with the Exit Planning Institute in the coming years!