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.
Step behind the curtain for an unfiltered, high-energy conversation with three of the most driven, unrelenting, and battle-tested leaders in the exit planning profession: Jesse Abercrombie, Joe Seetoo, and Renee Russo. With diverse backgrounds, award-winning track records, and fiercely competitive spirits, this panel will peel back the layers and reveal the truth about what it really takes to build a best-in-class exit planning practice.
You won’t get theory. You won’t get fluff. You’ll get the truth, their successes, failures, mistakes, pivots, and the magic moments that changed everything. Expect raw stories, sharp insights, and the kind of hard-earned wisdom that only comes from being in the arena.
You’ll walk out of this session clear, ignited, and ready to execute. We’ll equip you with the practical guidance and professional blueprint that new CEPAs need to turn education into enterprise value whether you’re launching your practice or scaling for growth. By mastering the science of exit planning, the art of influence and relationship leadership, and the sport of consistent, relentless execution, you’ll unlock more of your potential in 2026 and beyond.
If you’re serious about building a scaleable, valuable and high-performing exit planning practice, this is the room you want to be in. Arrive early, this one will be standing room only.
- Apply the Art of Exit Planning
- Master the Science of Practice Building
- Practice for the Sport of Consistent Advisor Execution
- Draw from Real World Experience to Help Overcome Challenges and Rise
- Take Action In The Next 90-Days To Drive Positive Change



