2019 Excellence in Exit Planning Awards Reception

Room: Anacacho

2:50 pm - 3:50 pm

MEMBER EXPERIENCE

SPONSORED BY UBS FINANCIAL SERVICES

About the 2019 Excellence in Exit Planning Awards

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.

Each year, the Exit Planning Institute honors three advisors doing things right, making a lasting impact, and taking this marketplace to the next level. This year marks the seventh annual Excellence in Exit Planning Awards, sponsored by UBS Financial Services, Inc. The closing event at the 2019 Exit Planning Summit is the Excellence in Exit Planning Award Reception, where the executive leadership team of the Exit Planning Institute takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community.

– SUBMIT A NOMINATION –

2019 MEMBER OF THE YEAR AWARD
2019 LEADER OF THE YEAR AWARD
2019 PETER CHRISTMAN EXIT PLANNER OF THE YEAR AWARD

 

Nominations are now open and can be sent directly to Scott Snider, EPI Vice President and must be received by June 30, 2019. Nominees will be advisors from across the network that have illustrated an incredible impact on the profession whether it be locally, regionally, nationally or even industry-wide. Their leadership propels the exit planning community forward.

Thank you to our Title Partner

See Past Winners: 2018 Honorees | 2017 Honorees | 2016 Honorees

Advisors Doing This Right

Celebrating leadership and rewarding positive impact. Sponsored by UBS Financial Services, Inc.

  • Learn from the successes of your high-performing peers
  • Connect with a brand dedicated to the enhancement of this profession
  • Enjoy food and beverage refreshment in a luxurious setting
  • Nominate someone you believe deserves this annual honor
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