Summit + CEPA Credentialed Plus Membership Bundle (2022)
Exit Planning Institute

Summit + CEPA Credentialed Plus Membership Bundle (2022)

Regular price $1,800.00 Sale price $2,390.00 Unit price per
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This package is perfect for the CEPA looking to advance their exit planning knowledge and have unique experiences with industry leaders. 

The Exit Planning Summit: 

  • The Exit Planning Summit is back! Join us this spring! We are thrilled to welcome professional advisors back to a world-class in-person conference on May 1-3, 2022.
  • Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices. 
  • Location: JW Marriott Scottsdale Camelback Inn Resort & Spa
  • Address: 5402 E Lincoln Dr, Scottsdale, AZ 85253

2022 CEPA Credentialed Plus Membership:

  • The Credentialed Plus membership tier includes all the benefits of the Credentialed tier plus access to the EPI Content Portal, CEPA Think Tank Networking Groups, and Monthly Member Round-Ups.
  • Content Includes: Infographics, Whitepapers, Articles, Blog Posts, Email Campaigns, Research, Presentations, Engagement Letters, Mini Assessment Tools, and Meeting Templates

Register for the Summit and renew your 2022 CEPA Credentialed Plus Membership for $1800 and save almost $600!

Disclaimer: Membership offer counts towards 2022 renewal fees only. 2021 renewal fees can not be covered by purchasing this bundle. If you have an outstand 2021 membership fee, please contact Member Experience at