Skip to content

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.

We are introducing a brand-new Exploration Time at the close of Monday, built directly from your feedback! This block of the agenda gives you the freedom to connect, discover, and recharge in ways that fit your Exit Planning Summit experience.

During Exploration Time, you can:

  • Browse the Exhibition Hall: Take an unhurried look at the latest tools, resources, and sponsors who can help accelerate your business.
  • Join Organized Meetups: Structured networking moments designed to connect you with peers and new opportunities.
  • Explore Dedicated Spaces:
    • Demo Lounge: See innovative solutions and new technologies in action.
    • Beyond CEPA Hub: Connect with resources and conversations focused on your growth beyond the designation.
    • Exclusive VIP Lounge: A premium space reserved for VIPs to network, relax, and recharge.
    • Interactive Break Areas: Enjoy casual games, light activities, and relaxed spaces designed to spark conversation and give your mind a reset before the next day’s sessions.
  • Strengthen your professional network by engaging with peers, sponsors, and thought leaders in an open, collaborative environment.
  • Discover new tools, strategies, and insights that you can take back and immediately apply to your practice.
0D1A7902
0D1A6232
224A2705

CONTACT US