SESSION OVERVIEW

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Close out the 2027 Exit Planning Summit with Renee Russo, 2027 Exit Planner of the Year. Renee will reflect on key Summit insights, share practical takeaways, and offer perspective on how attendees can carry the momentum forward into their own exit planning practices.