FAQs
Before You Arrive
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.
Check out the recaps from the 2022 Summit and the 2023 Summit.
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.
The 2024 Exit Planning Summit will take place at The JW Marriott in Marco Island, Florida from April 28–30, 2024.
You can explore Summit Partnership opportunities here or reach out to Josh Koza at jkoza@earncepa.com.
You can nominate someone for an Excellence in Exit Planning Award now! Please share your nominations via this form.
Getting to the Summit
Exit Planning Institute has a block of rooms reserved at the JW Marriott for the 2024 Exit Planning Summit. Rooms will be available to reserve through April 4, 2024 or until the block is filled. Reserve your room here!
Southwest Florida International Airport (RSW) – 57 minutes from the JW Marriott Marco Island Beach Resort
Naples Municipal Airport (APF) – 31 minutes from the JW Marriott Marco Island Beach Resort
Exit Planning Institute has partnered with Delta Airlines and United Airlines for promotional rates on flights.
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
The Summit will conclude on Tuesday, April 30 after the After Party Social at 5 PM.
There is plenty for you and your family to do both on property and near by the JW Marriott. You can take part in activities such as golf, swimming, relaxing at the spa, or indulging in gourmet dining experiences.
Visit the JW Marriott’s website for a full list of things to do here.
Besides multiple networking breaks and group work during the conference each day, there is a Welcome Social on Sunday, April 28, a Giveback Social on Monday, April 29, and an After Party Social on Tuesday, April 30.