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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.
Sunny Erdman, CPWA®, CEPA®, CM&AA®, APMA®, ABFP® Shorebridge Wealth Management Managing Director, SWM Wealth Manager, RJFS
ABOUT
Sunny Erdman, CPWA®, CEPA®, CM&AA®, APMA®, ABFP® Shorebridge Wealth Management Managing Director, SWM Wealth Manager, RJFS