2026 Annual Membership: CEPA Credentialed Thinkific and better serve business owner

and better serve business owner clients

or associates and reserve an entire foursome for $1250

The Summit 50 Experience is an exclusive VIP experience for Summit attendees and attracts the most engaged advisors in the exit planning industry

the founding father of Exit Planning will join us for a discussion about how when he started helping clients with exit planning

and logo on email marketing for meetings

2026 Annual Membership: CEPA Credentialed Thinkific and better serve business owner2026 Annual Membership: CEPA Credentialed Granted to those who have demonstrated through education, experience, training and passing of the final examination through the CEPA Credentialing Program that they meet the qualifications to hold the CEPA designation. This status allows the advisor to actively hold the CEPA designation offered by EPI and utilize the marks, logos, and methodology. For more information: Contact Member Experience at (216) 712