Exit Planning Summit to host Charity Giveback Social

    WESTLAKE, OH, April 24, 2023 /24-7PressRelease/ -- The Exit Planning Institute (EPI) announced that they will hold a Charity Giveback Social during the upcoming Exit Planning Summit in Scottsdale, Arizona. The Charity Giveback Social will be held on Monday, May 22, from 5:00 – 7:00 PM.

The event will be hosted by Summit Silver Partners, The Founders Group and Strazzeri Mancini LLP. All the event's proceeds will be donated to the Phoenix Children's Foundation. This is the second year that the EPI Charity Giveback Social has supported the Phoenix Children's Foundation; last year, the event raised more than $50,000.

Phoenix Children's offers the most comprehensive pediatric care in the Southwest region providing a full range of services dedicated to children. The hospital's family centered care programs are remarkably sensitive to what sick children and their families need and are supported significantly through philanthropy.

"Charitable giving isn't just an important part of the exit planning ethos but important to EPI as well," said Scott Snider, President, EPI. "While guiding business owner clients on their exit planning journey, our certified exit planning professionals advise on how owners can achieve a number of different goals, including supporting the communities where we live and work. We appreciate being able to hold our annual event in the greater Phoenix area and are delighted to give back to this community by supporting an organization that is so valuable to its residents."

Shelley Lightfoot and Joe Strazzeri, partners at the Founders Group said, "EPI has been a fabulous partner for our Family of Resources for years now. Both Strazzeri Mancini and The Founders Group have been huge supporters of the Charitable Giveback component of the Summit since it was implemented back in 2017."

The Exit Planning Summit is the largest exit planning conference in the world and will welcome hundreds of Certified Exit Planning Advisors (CEPAs), business owners, and professional advisors to Scottsdale, Arizona May 21-23, 2023. The event offers the opportunity to hear from and network with the industry's most respected CEPAs and members of the exit planning profession.

To make a donation or learn more about the Charity Giveback Social, please visit the Exit Planning Summit website.

About Exit Planning Institute
Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.

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