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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.

The journey of a business owner often involves intense dedication, late nights, and countless sacrifices. While these efforts can lead to significant professional success, they can also result in neglecting personal well-being and fulfillment.  

As Certified Exit Planning Advisors, your role is to guide these business owners through a smooth transition out of their businesses. But beyond financial and operational readiness, there lies a deeper need for personal preparedness—a holistic approach to life that ensures happiness, fulfillment, and a legacy that resonates far beyond the business realm. 

Join us at the Exit Planning Institute Annual Summit for an enlightening breakout session titled "Mastering the 6 Hallmarks of a Fulfilling Life." This session, led by executive strategy coach Scott Couchenour, will dig into the essential elements that form the bedrock of a well-rounded, satisfying life.

  • Identify and articulate the six hallmarks of a fulfilling life and their importance in the context of personal and professional well-being for business owners.  
  • Develop practical strategies to help clients integrate spiritual, physical, relational, emotional, vocational, and financial wellness into their daily routines and long-term plans.  
  • Utilize tools and techniques to support clients in achieving emotional resilience, strong relationships, and vocational alignment as they prepare for life after business ownership.  
  • Create comprehensive personal strategic plans for clients that ensure a holistic approach to their exit planning, focusing on life freedom and legacy creation.  
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