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.
Joshua Baltzer
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFA
As a Certified Exit Planning Advisor (CEPA), Aaron Buczek is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the...
ABOUT JOSHUA
As a Certified Exit Planning Advisor (CEPA), Aaron Buczek is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Monarch Wealth Advisors is a separate entity from WFAFN.
