Kellie Nock

Excellence in Exit Planning Award Winners on blue background, headshots of Joe Seetoo, Rick Krebs, and Renee Russo

Blog CEPA Excellence in Exit Planning Awards Exit Planning Summit

Meet the 2025 Excellence in Exit Planning Award Winners

May 6, 2025 4 min read

Meet the 2025 Circle of Excellence Inductees

Leadership Exit Planning Summit Circle of Excellence

Meet the 2025 Circle of Excellence Inductees

May 1, 2025 3 min read

Recognizing CEPAs with 15 Years of Experience headshots of cepas on green background with CEPA shield

Excellence in Exit Planning Awards Exit Planning Summit

Recognizing CEPAs with 15 Years of Experience

April 30, 2025 2 min read

Exit Planning Summit Walking to Destiny author

Meet The Authors Attending the Author Showcase at the 2025 Exit Planning Summit

April 22, 2025 11 min read

Blog Business Owner CEPA

The Importance of Values in Exit Planning: Building a Legacy that Lasts

April 21, 2025 3 min read

The Power of Networking in Exit Planning two professionals talking

Blog Business Owner CEPA

The Power of Networking in Exit Planning

April 17, 2025 4 min read

Blog Business Owner CEPA

Lessons from 20 Years of Exit Planning

April 10, 2025 3 min read

How Advisors Build Meaningful Client Relationships two businessmen shaking hands smiling blue and yellow gradient background

Blog Business Owner CEPA

How Advisors Build Meaningful Client Relationships

April 7, 2025 3 min read

Blog CEPA Exit Planning Summit

Meet the 2025 Excellence in Exit Planning Nominees

April 3, 2025 18 min read

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