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.
Josh Blum
Josh Blum Co-Founder, Partner, IVOLVE + THRIVE Josh has been consulting and partnering alongside business owners for over 15 years with a heavy emphasis in the financial services industry. He has specialized in retirement income vehicles and...
ABOUT JOSH
Josh Blum Co-Founder, Partner, IVOLVE + THRIVE Josh has been consulting and partnering alongside business owners for over 15 years with a heavy emphasis in the financial services industry. He has specialized in retirement income vehicles and lifestyle planning and currently serves as the Chairman of the Financial Planning Association of Miami where he oversees events, continuing education, networking and advocacy for CFPs and affiliated professionals. Josh focuses on helping business owners with developing executive presence, enhancing their decision making, and gaining clarity on future impact and lifestyle planning.
