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.
Join fellow VIP attendees for an exclusive, invitation-only breakfast designed to foster meaningful connections and set the tone for the day ahead. This relaxed, intimate gathering offers the opportunity to engage with industry leaders, speakers, and peers while enjoying curated discussions around key themes from the Summit. Come ready to connect, share insights, and walk away with fresh perspectives you can immediately apply.
This experience will be guided by Joe Seetoo, our 2025 Exit Planner of the Year, respected thought leader, and highly successful chapter president. Rather than a formal presentation, this session is designed to be conversational and Q&A-driven, giving attendees direct access to Joe’s experiences, insights, and perspective. His professional and personal journey embodies the excellence and community that define EPI, making him the perfect voice to help kick off the Summit.
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Gain practical insights from a top-performing exit planner on building both professional success and personal fulfillment.
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Explore real-world applications of Exit Planning strategies through open discussion and peer-driven dialogue.
- Strengthen connections within the EPI community while learning how to apply shared experiences to your own practice.



