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.
Carter Schanck
I am a third-generation financial advisor who values building strong, lasting relationships with clients. Focused on understanding each client’s unique goals, I provide personalized financial guidance to help them achieve financial confidence.
This...
ABOUT CARTER
I am a third-generation financial advisor who values building strong, lasting relationships with clients. Focused on understanding each client’s unique goals, I provide personalized financial guidance to help them achieve financial confidence.
This information is intended for use by residents of, and within the jurisdictions of, the United States, Puerto Rico and the U.S. Virgin Islands
VA Insurance License Number: 1440183. Resident State: NC
