Renee Russo named Exit Planner of the Year at 2026 Exit Planning Summit
Exit Planning Institute® (EPI), the leading authority on exit planning for advisors, business consultants and business owners, announced today the winners of the annual Excellence in Exit Planning Awards. Renee Russo has been selected as the 2026 Peter Christman Exit Planner of the Year for advancing the profession through her dedication to owner education and her involvement in the exit planning community.
Edward Jones Selects Exit Planning Institute as Sole Provider of Exit Planning Education and Credentials
Edward Jones has selected Exit Planning Institute (EPI) as the sole provider of exit planning training, education and credentials for Edward Jones advisors. EPI is a leader in the field of exit planning and offers the Certified Exit Planning Advisor (CEPA) designation for professional advisors who want to serve business owners more effectively and holistically.
