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.
BREAKOUT
Michael Brady
Director
Enroll Your Clients in Exit Planning: Use Maus to Build Your Pipeline
CONNECT ON LINKEDIN
Michael Brady, CEPA supports advisors at Vanilla, helping them simplify estate planning conversations through education and scenario modeling tools. He is also a financial advisor and Certified Exit Planning Advisor, bringing real-world perspective...
ABOUT MICHAEL
Michael Brady, CEPA supports advisors at Vanilla, helping them simplify estate planning conversations through education and scenario modeling tools. He is also a financial advisor and Certified Exit Planning Advisor, bringing real-world perspective to the challenges advisors face as valuation work shifts into gifting, succession, and legacy planning.