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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.

 

John Clidas

John has been helping individuals and families achieve their financial goals for over 35 years. He is a CPA by background and spent over 11 years in public accounting. His last role in public accounting was as South Florida Director of Personal...

ABOUT JOHN

John has been helping individuals and families achieve their financial goals for over 35 years. He is a CPA by background and spent over 11 years in public accounting. His last role in public accounting was as South Florida Director of Personal Financial Planning for KPMG - one of the world’s largest accounting firms. John also holds the AICPA’s Personal Financial Specialist (PFS), Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Accredited Estate Planner® (AEP®) designations.. He holds a BS in accounting and an MS in taxation from Long Island University and brings additional value to clients with this background.

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