Skip to content

Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Join us for our annual in-person Presidents Circle meeting! We are looking forward to seeing members from all of our Chapter Leadership teams and discussing successes and opportunities within our vast network. During this working brunch, we will review best practices, highlight best-performing Chapters, and will provide a forum for any Chapter related inquiries. We look forward to seeing everyone!

We genuinely look forward to seeing our Chapter Leadership at this event! Your presence is not only appreciated but vital to making this President’s Circle a success. Together, we will continue to strengthen our network, support one another, and make a positive impact for owners in our communities.

  • Connect with Chapter Leadership from across the EPI Chapter Network
  • Explore the Chapter Scorecards to understand best practices
  • Gain valuable insights into critical chapter metrics
0D1A7902
0D1A6232
224A2705

CONTACT US