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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.

Welcome to the 2025 Exit Planning Summit! EPI President, Scott Snider, will kick things off by sharing key points of the Summit so attendees have the best possible experience. He will also discuss the State of the Institute heading into 2025 and how EPI and CEPAs remain at the forefront of the exit planning profession.

  • Understand the key topics of focus at the 2024 Exit Planning Summit
  • Hear the State of the Institute and how CEPAs remain at the forefront of exit planning
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