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 SHINE Workshop is an immersive experience for driven entrepreneurs and leaders who want to maximize their energy, impact, and inner peace. Rooted in the book Shine by Gino Wickman and Rob Dube, the workshop blends teaching, reflection, and interactive exercises to help participants shed fear, ego, and low-value work. Through the 3 Discoveries and the 10 Disciplines, attendees learn to harness their driven nature, focus on what matters most, and free their True Selves to create greater success while living with clarity and peace.
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- Understand and apply the 3 Discoveries to better manage your driven nature, make decisions from a place of love instead of fear, and embrace the possibility of being both highly driven and deeply at peace.
- Integrate the 10 Disciplines into daily life to create clarity, focus, and freedom by eliminating distractions, low-value work, and energy drains.
- Develop a personal action plan that aligns your highest-value work with your True Self, enabling greater impact, fulfillment, and sustainable entrepreneurial freedom.



