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