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REGISTER FOR THE EXIT PLANNING SUMMIT

 From May 2 - 4, 2027, don’t miss the opportunity to join us in the vibrant city of San Diego at the iconic Gaylord Pacific Resort and Convention Center for the must-attend Exit Planning Summit. Elevate your exit planning expertise, forge lasting connections, and gain valuable insights that can transform your business strategy. Explore our ticket options below and secure your spot at the premier exit planning event of the year. Your future success starts here.   

 

CHOOSE YOUR EXIT PLANNING SUMMIT EXPERIENCE

  Choose how you want to experience the Exit Planning Summit based on the level of access, connection, and experience you are looking for. Whether you are attending as a standalone experience or exploring deeper ways to engage, there is an option that meets you where you are.

$2,195 General Admission
Secure your spot now and unlock transformative networking and educational experiences at the exit planning event of the year!
Purchase General Admission
Three days of exit planning education, networking opportunities, and experiences.
The opportunity to connect with thought leaders in the exit planning space.
$3,195 VIP Ticket
Don't miss out on your chance to secure a VIP spot! With our VIP ticket, you'll gain access to exclusive Exit Planning Summit opportunities and invaluable networking.
Purchase VIP Ticket
All benefits of General Admission plus….
Priority access to the room block at the Gaylord Pacific Resort and Convention Center.
Dedicated VIP check-in to bypass long registration lines.
Reserved seating at all main stage sessions.
Access to exclusive VIP lounges and amenities for comfort and convenience.
All-access to exclusive events like the Partners and Pours Social, Creator Breakfast, speakers, and more.

 

ALREADY BOUGHT A GENERAL ADMISSION TICKET?

Consider upgrading to the VIP Ticket to gain access to exclusive events and unmatched networking.

WANT TO BRING A PLUS-ONE?

Check out our Social Guest Pass and bring a friend or spouse to experience all the sights and sounds of San Diego along with the excitement of the 2027 Exit Planning Summit. This ticket is valid for the Welcome Social and After Party Social at the 2027 Exit Planning Summit.
VIP Socials and sessions are not included.  

GuestPass

Frequently Asked Questions

Get all of your answers to the Exit Planning Summit in one place.

The Opening Act
Taking Center Stage
Let the Show Begin
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What is the Summit?

The Exit Planning Summit, brought to you by the Exit Planning Institute, is the annual premier exit planning event, bringing in advisors from across the globe for three days of education, networking, and connection. Offering a variety of workshops, sessions, socials, and more, the Summit is the perfect opportunity to continue your journey to best-in-class. 

Who should attend?
Professional advisors looking to develop deep and meaningful relationships, advance their knowledge, and drive best practices. The Exit Planning Summit provides an exclusive opportunity to connect face-to-face with the exit planning community and tap into the vast thought leadership and influential power. 
When and Where is the Summit?
The 2026 Exit Planning Summit will take place at The Gaylord Opryland Resort & Convention Center in Nashville, Tennessee from April 19-21, 2026.
What if I can't attend this year?

The Exit Planning Institute will provide recaps of all the goings on on their website here. There are also ample opportunities to expand your exit planning education through the EPI Academy, and engage in networking via EPI's extensive Chapter Network. Keep an eye out for news about future Summits, so you can plan in advance! 

How do I register?
Can I register a group?
You can register up to five people at once. For larger groups, please reach out to Manager, Account Management, John Weishar, at john@beyondcepa.com.
Can I transfer my reservation to another person?
Because of the specificity of the registration, this is currently not available. Please reach out to us if you have any questions via our Contact Us form below.
What should I pack for the Summit?
Because the Exit Planning Summit is a professional yet fun event, feel free to bring business casual attire that you will be comfortable wearing all day. Springtime in Nashville can be warm, so be sure to take the weather into consideration as you pack! View our packing list to check off everything you will need for your trip.
How can I sponsor with EPI?
Reach out to our Strategic Relationships Business Development Manager, Mindy Lang, at mlang@beyondcepa.com.
Do we need to book our hotel room by a specific date and is there a special group rate?
We will be reserving a special room block at the Gaylord Opryland for all Summit attendees. Check our Travel & Accomodations page for more details. 
What are our airport options?
The Gaylord Opryland Resort & Convention Center is conveniently located just minutes from Nashville International Airport, making your arrival smooth and stress-free. Whether you’re flying in for a relaxing getaway, a convention, or to explore the vibrant Music City scene, the comfort and luxury of Gaylord Opryland are just a short drive away. For those flying into the area, the nearest airport is: Nashville International Airport (BNA) – Approx. 9 miles. Less than a 15-minute drive.
Is an agenda available to help determine travel?
View our agenda here to plan your perfect day at the Exit Planning Summit!
What time will the Summit conclude?
The Summit will conclude on Tuesday, April 21, 2026 around 5:30 p.m.
What is there to do nearby?
Nashville has a wide variety of sights and sounds that make it the perfect travel destination. Check out our Experience page to learn more about what there is to do in the area.
What networking opportunities will be available to me?
Each conference day will contain opportunities for networking breaks and group work. Learn more on our Socials Page!

ALREADY A CEPA? YOUR PATH TO THE 2027 EXIT PLANNING SUMMIT LOOKS DIFFERENT!

 As a current CEPA, your access to the Exit Planning Summit has evolved. With CEPA Plus, your Exit Planning Summit General Admission ticket is now included along with expanded tools, education, and community designed to help you grow your practice and increase your impact with business owners. 

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$3,600 Retail Price: $5,200
CEPA Plus is built for advisors who want to have real impact with business owners and scalable growth for their practice.
Upgrade to CEPA Plus
Exit Planning Summit General Admission Registration
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Business Owner Prospecting Toolkit
60 Minute Business Owner Meeting

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