2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Jason Giorgio
Meet Jason Giorgio:
- Registered Investment Representative
- Forbes Magazine Top 25 Best-in-State Financial Security Professional (2021, 2022)1
- Nationally Recognized Speaker/Presenter on Business Planning and High Net Worth Tax/Estate Planning
- Focus...
ABOUT JASON
Meet Jason Giorgio:
- Registered Investment Representative
- Forbes Magazine Top 25 Best-in-State Financial Security Professional (2021, 2022)1
- Nationally Recognized Speaker/Presenter on Business Planning and High Net Worth Tax/Estate Planning
- Focus on accumulation, distribution and protection of wealth throughout clients’ lifetimes
- 29 years, 3rd Generation Financial Expertise
