Skip to content
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Menu
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register
Loading...

Women in Exit Planning Symposium

May 24, 8:00 am

– 3:30 pm

Estrella

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

Register

Did you already purchase your Summit Registration? Add on a Workshop here

Add on Workshop

About This Session

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!

Symposium Sessions:

  • Keynote session with Jessica Fialkovich about the unique challenges women business owners face when selling their companies
  • Women in Wealth case studies with Kathleen Pritchard discussing how women invest, financial planning issues impacting women, and estate planning essentials.
  • A panel of experts and influencers will address building your advisory team, women’s impact in the evolution of exit planning, and insights into women business owners.
  • Build the Life You Want: Flipping the Script on Defining Success in Entrepreneurship workshop with Kiley Peters will discuss financial freedom and personal fulfillment for women business owners.

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. 

 

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

Loading...
Bianca Benedetti-Fang
Jessica Fialkovich
Shanda McFadden
Martha Sullivan
Jaclyn Ring
Kiley Peters
Kathleen Pritchard
Shelley Lightfoot

Learning Objectives

Understand the unique challenges women business owners face
Connect with inspiring business professionals from across the country
Learn how to build a strong advisory team and build value for clients

Agenda

7:30 AM -8:15 AM: Breakfast

8:15 AM – 9:15 AM: Jessica Fialkovich Keynote

9:15 AM – 10:15 AM: Kathleen Pritchard Case Study

10:15 AM – 10:45 AM: Relationship Building Break

10:45 AM – 12:00 PM: Expert Panel Discussion

12:00 PM – 1:15 PM: Lunch

1:15 PM – 2:45 PM – Kiley Peters Workshop

2:45 PM – 3:00 PM: Closing Remarks

  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register

Register for the Summit using code

KEYNOTE

for a special $1,200 rate!

*rate ends February 17, 2023*
Register Now
I'm already registered