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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.

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 session will feature Ben Utecht in an interactive, Q&A-style discussion with a small group of VIP attendees. Designed to go a layer deeper than his keynote, this conversation gives participants the opportunity to ask questions, reflect on key takeaways, and explore how his message applies to leadership, performance, and decision-making in their professional lives. The format is intentionally relaxed and conversational, creating space for meaningful dialogue while maximizing value in a limited, high-impact setting.

  • Translate key insights from the keynote into actionable strategies for leadership and performance.

  • Explore how mindset and decision-making influence outcomes in high-pressure environments.

  • Engage in meaningful dialogue to deepen understanding and apply lessons directly to real-world challenges.

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