Press Releases

<strong>December 6, 2023:&#160;</strong><strong>Phil Loring Jr.</strong> <strong>Earns Certified Exit Planner Advisor (CEPA</strong><strong>&#174;</strong><strong>) Designation&#160;</strong>

December 6, 2023: Phil Loring Jr. Earns Certified Exit Planner Advisor (CEPA®) Designation 

Phil Loring Jr., Wealth Advisor and CEO, has earned a CEPA ®
designation from the Exit Planning Institute™.

<strong>April 19, 2023: Heidi Westfall, CEPA</strong><strong>&#174;</strong><strong> Featured in </strong><strong><em>Exit Smart Vol. 4: Spotlights on Leading Exit Planning Advisors&#160;</em></strong>

April 19, 2023: Heidi Westfall, CEPA® Featured in Exit Smart Vol. 4: Spotlights on Leading Exit Planning Advisors 

 Exit Smart is an interview-style compilation of conversations with the leading Exit Planning Advisors in the United States.

<strong>October 8, 2021: Heidi Westfall Earns Certified Exit Planner Advisor (CEPA&#174;) Designation</strong>

October 8, 2021: Heidi Westfall Earns Certified Exit Planner Advisor (CEPA®) Designation

The Certified Exit Planning Advisor (CEPA®) credential is for professional advisors who want to effectively engage more business owners.