2025 Exit Planning Summit Registration CEPA Programs 2026 (Edward Jones) Referrals are the lifeblood of

Referrals are the lifeblood of any successful business

One business owner will discuss how he looked for an acquisition

Join Joe and Shelley for this dynamic conversation about how to take owners as they come

Don't miss this chance to connect

2025 Exit Planning Summit Registration CEPA Programs 2026 (Edward Jones) Referrals are the lifeblood ofFlash Sale Pricing: $2,395 Where: Sunseeker Resort 5500 Sunseeker Way, Charlotte Harbor, FL 33980 When: Sunday, May 4 Tuesday, May 6, 2025 The Exit Planning Summit is back! We are thrilled to welcome professional advisors back to a world class in person conference May 4 6, 2025. Our Exit Planning Summit is where top exit planning professionals come to build deep relationships, advance their skillset and knowledge, and share best practices