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!

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!