The Exit Planning Summit

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We’re excited to announce that the 2025 Exit Planning Summit will be held from May 4-6th at the Sunseeker Resort in Charlotte Harbor, FL! Early Bird Registration is open now at: https://hubs.ly/Q02vnP9h0 #ExitPlanningSummit2025 #EarlyBird

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Thank you to all of our attendees for making the 2024 Exit Planning Summit a huge success! Can’t wait to do it all over again next year? Registration for the 2025 Exit Planning Summit is open! https://hubs.li/Q02vp4M60 #ExitPlanningSummit2025 #SaveTheDate

🌟 Day 2 of our 2024 Exit Planning Summit was a huge success! From the Excellence in Exit Planning Awards presentation and Gerry O'Brion's inspiring keynote, They Buy Your Because, to the Best-in-Class Exit Planning Advisors Panel. It was a day packed with learning and networking (plus a little fun). Attendees delved into nine breakout sessions, connected with industry partners in the Exhibit Hall, and met authors at our Author Showcase during lunch. The day concluded with the heartwarming Charity Giveback Social for the Nicklaus Children's Hospital Foundation! What was your favorite part of Day 2? Comment below and let us know! #EPISummit2024 #exitplanningsummit #exitplanning Amy Wirtz, Joe Seetoo, CFA®, CFP®, CEPA®,

It’s a bird! It’s a plane! It’s the The Exit Planning Summit plane banner! Have you seen it flying around Marco Island? We are enjoying day 2 of the Exit Planning Summit and are looking forward to our afternoon and the Charity Giveback social. Thanks to our partners at Strazzeri Mancini, LLP and The Founders Group! #exitplanningsummit #experiences #people #innovation

🎉 Day 1 of our 2024 Exit Planning Summit, the first of three exciting days, has come to a close! We've had a fantastic start with insightful workshops like "Mastering the Triggering Event" and the empowering "Women in Exit Planning Symposium." Plus, our learning labs from trusted industry partners provided invaluable insights. And let's not forget how we closed the day with our warm Welcome Social! Did you attend any of these sessions? Share your highlights in the comments below! Let's gear up for Day 2, which promises even more knowledge and networking opportunities! #EPISummit2024 #exitplanning

This year's Exit Planning Summit is this weekend! To ensure you make the most out of your Summit experience this year, we thought we would give you an overview of the content, resources, and networking opportunities you’ll enjoy in Marco Island! Check it out here: https://hubs.li/Q02tCn0s0 #EPISummit2024 #exitplanning