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Join Exit Planning Institute® (EPI) President Scott Snider virtually on February 18 at 1pm EST to get a closer look at what has been going on at the Institute and where we are going in 2025 and beyond. From new offerings to exciting Summit updates, the 2025 State of the Institute is the place to be for all things EPI news.
A Clear Vision
As we kick off the new year, it is important to set a clear vision for where we want to go and who we want to be. For EPI, that means not only offering new insights and products for Certified Exit Planning Advisors (CEPA®) but also setting industry standards for exit planning.
To keep CEPAs and business owners informed on how we set those industry standards, EPI hosts a State of the Institute Address to not only share our vision for the upcoming year and beyond, but also to build that connection between you, the audience, and EPI President Scott Snider. Scott will provide info on some of the exciting things that EPI has coming up in 2025 as well as review the previous year. To get a good idea of EPI’s vision for the previous year, you can watch the 2024 State of the Institute Address here.
As EPI celebrates 20 years, 2025’s State of the Institute Address will take a look at the legacy of the business, from its beginnings in 2005 to the forward-looking plans of the future, like its new Global Headquarters and the continuation of the Mastering the Market series. These are all to come in 2025, along with new and exciting insights, offerings, and more. Attendees will get an inside look at EPI’s plans for 2025 and beyond, including EPI’s 3-year vision for 2028.
Register Now
This virtual event is free to attend. To learn more or register for the 2025 State of the Institute Address, visit the website here.
