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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

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