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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 other industry leaders as you celebrate with EPI’s Executive Team and gain valuable insight into the vision shaping the future of Exit Planning, EPI, and where the organization is headed over the next decade.

As part of the experience, hear from Tommy Breedlove in a short, informal sneak peek of his keynote, Legendary Leadership: The Toughest Choice: The Mask or the Mirror. This will not be a full presentation, but rather a few thoughtful remarks designed to spark conversation, challenge perspective, and build curiosity ahead of the Summit kickoff.

  • Understand the difference between leading with authenticity versus perception, and how that choice impacts long-term leadership effectiveness
  • Identify how self-awareness and honest reflection can strengthen decision-making and influence
  • Explore how intentional leadership behaviors shape culture, trust, and long-term success
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