Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
Kick off Growth and Impact Week at our Charity Social and Welcome Party, an energizing evening designed to connect purpose with impact. We are proud to highlight Owners in Honor, a nonprofit dedicated to helping U.S. veterans, military spouses, and Gold Star family members transition into small business ownership by guiding them through the process of acquiring, operating, and growing established companies. Their mission preserves local business legacies, strengthens communities, and turns service-honed leadership into economic impact through training, mentorship, capital readiness support, and ongoing advisory resources.
Join fellow attendees, speakers, and partners for meaningful networking, great conversation, and a shared commitment to giving back. This celebration sets the tone for the week ahead by blending community, cause, and connection, while shining a spotlight on how veteran leadership and entrepreneurship fuel lasting growth and impact for individuals and communities alike.
Network and connect with others in the industry