.svg "EPI_Summit_logo 1(1)")
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.
Timothy Dougherty
AIF ,
C(k)P ,
CEPA ,
CFBS ,
CFP-2 ,
CLTC ,
CLU ,
ChFC ,
MSFS