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FAQs

Before You Arrive

What is the Exit Planning Summit?

The Exit Planning Summit is like the Super Bowl for the exit planning profession. It’s powered by CEPAs and hosted by EPI. It allows the top advisors from all over the world to come together to develop deep and meaningful relationships, advance their knowledge in value acceleration, and drive best practices. The Summit is intellectually stimulating, transformational and visionary, strategic growth-oriented, and fun.

Who Should Attend?

Professional advisors who are looking to develop deep and meaningful relationships, advance their knowledge, and drive best practices. The Exit Planning Summit provides an exclusive opportunity to connect face-to-face with the exit planning community and tap into the vast thought leadership and influential power. 

When and Where is the Summit?

The 2023 Exit Planning Summit will take place at The Phoencian, A Luxury Collection Resport in Scottsdale, Arizona from May 21 to May 23, 2023.

How Can I Register?

You can register now using this link

How Can I Partner with EPI?

You can explore Summit Partnership opportunities here

How can I nominate someone for an Excellence in Exit Planning Award

You can nominate someone for an Excellence in Exit Planning Award soon. Check back for a link to the form.

How can I see information from last year's Summit?

You can see our recaps from the 2022 Summit here.

Getting to the Summit

Do we need to book our hotel room by a specific date and is there a special group rate?

Exit Planning Institute has a block of rooms reserved at the Phoenician Resort for the 2023 Exit Planning Summit. Reserve your room before Friday, April 28. Reserve your room here!

What are our airport options?

Phoenix Sky Harbor International Airport | 9 miles

Scottsdale Municipal Airport | 15 miles

Where can I locate driving directions to the airport?

You can view driving directions on the Phoencian Website here

Is an agenda available to help determine travel?

Yes! You can view this on our agenda page here. We recommend staying for the duration of the event in order to gain the most return on your attendance.

Once You’re Here

Will there be in-person Pre-Conference Sessions by the Exhibiting Partners on Sunday, May 21, 2023?

Yes! You can find out more about the Pre-Conference sessions on the agenda page here.

What time will the conference conclude?

The conference will conclude on Tuesday, May 23 with an after party social from 3:30PM to 5:00 PM. If you are looking to extend your education, we recommend you register for one of our deep dive workshops after the Summit! Learn more about these sessions here.

What is there to do nearby?

There is plenty for you and your family to do both on property and near by the Phoencian. You can take part in activities such as golf, hiking, and horseback riding, relax at the spa, or indulge in gourmet dining experiences. 

Visit the Phoenician’s website for a full list of things to do here. 

What networking opportunities will be available to me?

Besides multiple networking breaks and group work during the conference each day, there is a Networking social on Sunday, May 21, a Giveback social on Monday, May 22, and an Afterparty social on Tuesday, May 23.

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  • Agenda
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  • Agenda
  • Workshops
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  • FAQs
  • VIP Packages
Register
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