Summit Giveback

Room: Anacacho

5:30 pm - 7:00 pm


Proceeds Benefiting the Local Wish for Our Heroes

The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference. On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause that we can positively impact while we are gathered as a community and we throw an opening networking social (coined the “Summit Giveback“) that raises funds. Over the past three years, the EPI community has collectively raised over $40,000 for local segments of organizations like the Center for Autism and Related Disabilities, the Human Fund, Abe’s Garden, and Alzheimer’s Foundation. Help us make a positive impact to the local community this September in San Antonio!

We at the Exit Planning Institute are incredibly fortunate to attract advisors who understand the importance of business, financial, and personal leadership, and it shows in our collective ability to raise awareness and funds for good causes like Wish for Our Heroes.  It is our hope to exceed our past fundraising threshold and leave a lasting memory on the local San Antonio community.



ABOUT THE 2019 NONPROFIT: WISH for OUR HEROES (W4OH) is a national charity that assists military families of all branches struggling with basic needs.  Through the granting of ‘wishes’, the organization strives to assist military families with food, shelter, transportation, child needs, medical expenses and other basic necessities not covered through traditional military and nonprofit channels.  W4OH is run by volunteers who have dedicated their lives to assisting our heroes.  As a result, W4OH has operated at less than 10% administrative expense ratio since inception.  To date, W4OH has provided assistance to more than 35,000 military families, across 49 states and 4 nations. The San Antonio, Texas chapter is the organization’s largest, having assisted more than 8,000 military families in the Central Texas region over the past 9 years. Explore their initiatives by visiting

Thank you to our Giveback Sponsor, SWBC Investment Services, who have made this powerful giving event possible.  Your philanthropic nature and influential leadership make this community stronger.

Thank you to our Giveback Partner

The Summit Giveback

Powerful networking with best-in-class professionals while making a positive impact

  • Participate in the silent auction
  • Meet the directors and leaders of the local charity
  • Donate (and receive tax benefits) while power networking
  • Enjoy good company, food & drink, music, and conversations
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