Women in Exit Planning Symposium

Exit Planning Institute is pleased to announce a one-day Women in Exit Planning Symposium. This symposium will take place on May 24, 2023. We aim to bring together women in the exit planning community from all different advisor specialties. Join our panel of experts as they share best practices, discuss the unique challenges facing women in the exit planning profession, and how to build value in your business.

During this one-day event, participants will attend interactive, action-oriented workshops with national experts and leading practitioners on topics such as building your advisory team, communicating your value and closing dream clients, and more!

Symposium attendees will leave with new connections from across the advisory community,  gain skills and resources, and learn fresh insight and perspective. Join us for an inspiring and motivating day of content and connection!

Meet the Organizing Committee:

Paige Wysocki, Exit Planning Institute

Kiley Peters, RAYNE IX

Jaclyn Ring, REAG

Shelly Lightfoot, The Founders Group

Laura Russell Jones, Morgan Stanley 

Julie Keyes, KeyeStrategies

Bianca Benedetti-Fang, UBS

Shanda McFadden, Merrill Lynch 

Darya Allen-Attar, Morgan Stanley 

Who Should Attend?:

Any professional advisor who is a woman in exit planning, works with women in exit planning, is a woman business owner, or works with women business owners. 

Speakers will be announced in January 2023!

Bundle this workshop with your Summit registration for an additional $795!