Exit Planning Institute

Exit Planning Institute

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The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen d

05/29/2026

“Think of your next chapter as ‘rewirement,’” says Susan Latremoille. “Not retirement.”

The Happiness Portfolio® is a concept that comes from Susan’s 38-year career as a financial advisor before launching Next Chapter Lifestyle Advisors with Marianne Oehser. She saw her clients exit their business and career with plenty of money, but short on a vision and plan for their next chapter of life.

Explore the importance of personal planning here: https://hubs.ly/Q04f-c-K0

05/29/2026

If growth is a goal, learning how to improve outreach can make a big difference.

In this webinar, Greg Kaye, of Blue Craze Media, taught how cold outreach can help advisors book more meetings with the right prospects using tools, software, and outreach tactics designed to help generate interest and start more conversations with ideal clients.

Explore and register for upcoming webinars: https://hubs.li/Q04j4mK70

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