Rich Jackim Wins Exit Planning Circle of Excellence Award
I was deeply honored to receive the 2025 Exit Planning Circle of Excellence Award from the Exit Planning Institute this week.
To the countless CEPAs I spoke with at the Exit Planning Summit, I am profoundly grateful for your heartfelt appreciation. Co-founding the Exit Planning Institute and creating the Certified Exit Planning Advisor (CEPA) training program and credential has been one of my life’s most rewarding achievements.
Your stories about how my book, “The $10 Trillion Opportunity,” transformed your careers and lives moved me beyond words. Thank you!
It’s remarkable to witness EPI celebrating its 20th anniversary and flourishing with over 8,000 members worldwide.
Thank you to the Exit Planning Institute for this tremendous honor and for inviting me to participate in this year’s world-class Exit Planning Summit.
Rich Jackim, JD, MBA, CEPA
