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Sessions 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.

Limited Seating Available for Financial Advisors Only

This hands-on CEPA Immersion workshop is designed to help advisors transform their CEPA designation into a repeatable framework for growth. Through practical talk tracks, proven strategies, and a repeatable framework you’ll learn how to deepen relationships with business owners, grow your book of business, and position yourself as a true Business Owner Specialist. 

Led by Casey Clark, CEO of Cultivate Advisors, this session will open-source the exact tools and playbooks used to engage over 3,000 business owners—and show you how to put them into action immediately.

Casey Clark
  • Apply a repeatable process to attract and retain more business owner clients. 
  • Confidently use talk tracks and role-play scenarios to strengthen your client conversations. 
  • Position yourself as a Business Owner Specialist and trusted advisor pre- and post-liquidity. 
  • Leverage your CEPA designation as a growth engine for both client impact and AUM expansion. 
  • Walk away with a plug-and-play framework you can integrate into your practice right away. 
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