VIP Ticket (2027 Summit) Annual Exit Magazine 2 Meeting Introduction Spotlights/year

2 Meeting Introduction Spotlights/year

The Accelerate Your Exit Planning Practice course was created to take you as an advisor through the process of getting your practice off the ground

Annual Exit Magazine 2 Page Spread* | $2

2023 Annual Membership: CEPA Credentialed Plus (Corporate Rate)

Strategic Referral Team

VIP Ticket (2027 Summit) Annual Exit Magazine 2 Meeting Introduction Spotlights/yearThe Exit Planning Summit is back! We are thrilled to welcome professional advisors to a world class in person conference in Chula Vista, CA. Where: Gaylord Pacific Resort & Convention Center in Chula Vista, CA When: May 24, 2027 Our Exit Planning Summit is where top exit planning professionals come to build deep relationships, advance their skillset and knowledge, and share best practices Don't miss out on your chance to secure a VIP spot at this