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.
Phil McNulty
I’ve been a Financial Advisor since 2010 and I’ve earned some of the highest designations in my field, to include earning my Master’s degree in Personal Financial Planning. I work very hard to make financial planning easy to understand and...
ABOUT PHIL
I’ve been a Financial Advisor since 2010 and I’ve earned some of the highest designations in my field, to include earning my Master’s degree in Personal Financial Planning. I work very hard to make financial planning easy to understand and implement, even when we’re using advanced concepts and products.