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FREQUENTLY ASKED QUESTIONS

Check out answers to the most common questions about the Exit Planning Summit. 

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 2025 Exit Planning Summit will take place at The Sunseeker Resort in Charlotte Harbor, Florida from May 4–6, 2025.

How can I partner with EPI?

You can explore Summit Partnership opportunities here or reach out to Katie Robinson at krobinson@exit-planning-institute.org.

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Sunseeker Resort

GETTING TO THE SUMMIT

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

We’ve reserved a special room block at the host hotel for all Summit attendees. Take advantage of exclusive discounted rates by booking through our dedicated link. Staying at the Sunseeker Resort not only guarantees convenience but also keeps you connected to all Summit events and networking opportunities. Rooms are limited and tend to fill up quickly, so be sure to reserve your spot as soon as possible to ensure availability.

What are our airport options?

The Sunseeker Resort is conveniently situated close to several international airports throughout Southwest Florida. Whether you’re traveling on Allegiant direct into Punta Gorda or to nearby Sarasota, Tampa, Orlando or Miami the comfort and relaxation of Sunseeker Resort Charlotte Harbor is just an easy ride away. 

For those flying into the area the closest airports are: 

•    Punta Gorda Airport (PGD) – Approx. 5.6 miles. Less than a 15-minute drive. 

•    SW Florida International Airport (RSW) – Approx. 42 miles.
•    Sarasota-Bradenton International Airport (SRQ) – Approx. 57 miles. 
•    Naples Airport (APF) – Approx. 70 miles. 

 

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

What time will the Summit conclude?

The Summit will conclude on Tuesday, May 6 after the After Party Social at 5 PM.

What is there to do nearby?

There is plenty for you and your family to do both on property and nearby the Sunseeker Resort. Experience the beauty of the surrounding wildlife on nature tours, take a spin on jet skis, cycle around town, play a round of golf, and indulge in gourmet dining experiences. From nature lovers and art connoisseurs to sports enthusiasts and foodies, take a break from the usual and explore the variety of attractions the waterfront community has to offer. 

Visit the Sunseeker Resort’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 Welcome Social on Sunday, May 4, a Charity Giveback Social on Monday, May 5, and an After Party Social on Tuesday, May 6.

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