Press Releases
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™.
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.
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.