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2026 EXIT PLANNING SUMMIT SPONSORS

Every Exit Planning Summit is a bold vision of education, networking, and opportunities, realized thanks to the collaboration and commitment of extraordinary sponsors. These organizations bring the Summit to life through their strategic support, shared expertise, and a deep belief in our mission.  

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City National Rochdale

www.cnr.com

We are a boutique investment management firm serving Financial Advisors and their HNW clients. Our firm has advanced resources available to help clients transitioning their business such as Business Owner Advisory and Comprehensive Wealth Assessment.

 

How Our Community Sponsors Make it Happen:

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  • Amplifying Impact – Sponsors set the tone and elevate the Exit Planning Summit’s experience, enabling us to secure keynote experiences and transformational programming. 
  • Fueling Innovation – Sponsors collaborate to deliver hands-on sessions that spark real progress and new ideas. 
  • Creating Community – General sponsors help deliver the rich networking experiences and social events that make connections lasting and meaningful. 
  • Enabling Professional Growth – Through shared vision and support, every partner ensures we can offer this Exit Planning Summit as a high-value platform for professional advisors to expand their impact. 

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