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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.

Ease into your Friday at Estancia La Jolla Hotel & Spa and set the tone for a day full of inspiration!


Start with breakfast at Greenfinch Restaurant & Bar, where you can connect with fellow attendees or invite your business owner client to join you for relaxed, meaningful conversations. Some of the most valuable insights happen over a morning coffee.
Need to recharge? Take advantage of the resort’s fitness center, indulge in spa amenities, or unwind by the pool before the day begins. For those who love fresh air, nearby coastal trails like La Jolla Trail or Saigon Trail offer a refreshing way to clear your mind and prepare for a full day of connection and learning.


Whether your morning includes conversation, movement, or quiet reflection, approach it intentionally. Your time at Estancia is more than a morning; it is part of the Growth and Impact experience.

Strengthen relationships, explore the area, and prepare for a productive day of learning and collaboration