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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.

 

Dan Finn

Dan Finn is President and CEO of Finn Financial Group, LLC in Newport Beach, California. A Retirement Income Certified Professional® (RICP®) and Master's Certified Structured Settlement Consultant® (MSSC®), he has over 30 years of expertise in...

ABOUT DAN

Dan Finn is President and CEO of Finn Financial Group, LLC in Newport Beach, California. A Retirement Income Certified Professional® (RICP®) and Master's Certified Structured Settlement Consultant® (MSSC®), he has over 30 years of expertise in tax-advantaged income strategies. A recognized thought leader in Structured Installment Sales, his article in The CPA Journal is regarded as the definitive primer on the subject. He has presented at IBBA and CABB conferences nationwide. Learn more at MyStructuredSale.com.

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