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Women in Exit Planning Symposium

April 28, 7:30 am

– 12:00 pm

Bundle this workshop with your Summit registration for an additional $595!

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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:

  • Opening session with Danielle Hayden about the Money Mindset
  • 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. 

 

Bundle this workshop with your Summit registration for an additional $595!

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Shina Culberson
Kerry Siggins
Danielle Hayden
Deb Meyer
Julie Keyes

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 – 8:00 AM: Breakfast

8:00 AM – 8:45 AM: Danielle Hayden’s session

8:45 AM – 9:30 AM: Kerry Siggins’ session

9:30 AM – 10:00 AM: Break

10:00 AM – 11:15 AM: Panel Discussion

11:15 AM – 11:30 AM: Break

11:30 AM – 12:00 PM: Julie Keyes’ session

 

Contact Us

The 2024 Exit Planning Summit is Powered By REAG
Register

Agenda

  • Agenda
  • Speakers
  • Sessions Overview

Partners

  • Partners
  • Become a Partner

VIP Packages

  • Summit VIP
  • Summit 50

Workshops

  • Mastering the Triggering Event Workshop
  • Women in Exit Planning Symposium

Experiences

  • Golf Outing
  • Welcome Social
  • Author Showcase
  • 10K Alley

About

  • Venue
  • Reserve Your Room
  • Book Your Travel
  • FAQs
  • Contact Us
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