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 Sunday, April 28, 2024. We aim to bring together women in the exit planning community from all different advisor specialties as well as all those who work with women entrepreneurs. The opportunity to work with women entrepreneurs closely impacts all CEPAs and this Symposium will help to educate CEPAs, advisors, and owners on best-in-class strategies. 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:

• An opening session with Amy Wirtz showcasing how women are excelling in their leadership roles.
• Interactive session with Kerry Siggins discussing the Ownership Mindset
• A panel of experts and influencers will address having hard conversations in business, emotional intelligence, and redefining family wealth.
• Our closing session with Julie Keyes will highlight how women entrepreneurs are an untapped market for advisors and determine ways you can be more proactive in building your woman-owned book of business.

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.