Frequently Asked Questions

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 2022 Exit Planning Summit will take place at the beautiful JW Marriott Scottsdale Camelback Inn Resort & Spa from May 1 to May 3, 2022.

HOW CAN I REGISTER?

You can register now using this link.

HOW CAN I NOMINATE SOMEONE FOR AN EXCELLENCE IN EXIT PLANNING AWARD?

You can nominate someone for an Excellence in Exit Planning Award soon. Stay tuned!

Getting to the Summit

DO WE NEED TO BOOK OUR HOTEL ROOM BY A SPECIFIC DATE AND IS THERE A SPECIAL GROUP RATE?

Yes, limited rooms are available until April 8, 2022 or until the room block is filled. Grab yours at the discounted rate of $299 here.

WHAT ARE OUR AIRPORT OPTIONS?
WHERE CAN I LOCATE DRIVING DIRECTIONS TO THE AIRPORT?

You can view driving directions on the JW Marriott Camelback Website

IS AN AGENDA AVAILABLE TO HELP DETERMINE TRAVEL?

Yes! You can view this on our agenda page. 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 1, 2022?

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

WHAT TIME WILL THE CONFERENCE CONCLUDE?

The conference will conclude on Tuesday, May 3 with an after-party social from 4:30 PM to 5:45 PM.

WHAT IS THERE TO DO NEARBY?

There is plenty for you and your family to do both on property and near by the JW Marriott Camelback. You can take part in activities such as golf, hiking, and horseback riding, relax at the spa, or indulge in gourmet dining experiences. Click this link for a full list of things to do.

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 1, a Giveback social on Monday, May 2, and an Afterparty social on Tuesday, May 3.