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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.

The Sunrise Table Talk will take place on Tuesday morning. Attendees can sign up for special topics featured in these Table Talks and collaboratively discuss these topics in a small group setting.

  • Exclusive Setting: Host an hour long talk on Monday morning, during breakfast, on a terrace with breathtaking beach views.
  • Targeted Audience: Lead a discussion with nine attendees, ensuring personalized interaction and in-depth conversation.
  • Small Group Interaction: Engage with participants in a more intimate setting, fostering meaningful connections that can lead to future collaborations.

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