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.
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 2023 Exit Planning Summit will take place at The Phoencian, A Luxury Collection Resport in Scottsdale, Arizona from May 21 to May 23, 2023.
You can nominate someone for an Excellence in Exit Planning Award soon. Check back for a link to the form.
Getting to the Summit
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!
Once You’re Here
Yes! You can find out more about the Pre-Conference sessions on the agenda page here.
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.
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.
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.