The Exit Planning Summit 2024 | Exit Planning Institute | 28 April 2024 | JW Marriott Marco Island Beach Resort, 400 S Collier Blvd, Marco Island, FL 34145, USA

The Premier Conference for Advisors Dedicated to Enhancing Business Value and Aligning Personal and Financial Strategies for Business Owners.

2024 Speakers

Christopher Snider
Exit Planning Institute, Author, Walking to Destiny

Scott Snider
President, Exit Planning Institute

Dan Negroni
C-Suite Advisor, Launchbox

Julie Keyes
CEPA, Founder & President, KeyeStrategies

Deb Meyer
CEPA, Founder, WorthyNest®

Danielle Hayden
CEO, Kickstart Accounting, Inc.

Kerry Siggins
CEO, StoneAge Holdings

Shina Culberson
CEPA, President, Quist Valuation

Tom Deans
Author & Professional Speaker, Détente Financial Press Ltd.

Skyler Stokes
CEPA, Founder & President, Aloha Wealth Partners

Mary Pat Knight
CEO & Founder, Leaders Inspired

John D. Hanson
Speaker, Business Coach, Trainer, & Author, John D. Hanson

Jessica Fialkovich
CEPA, Founder & President, Exit Factor

Michael King
VP, Charitable Gift Planning Attorney, Charitable Wealth Strategist, National Christian Foundation

Kevin Rex
Director of Sales, The Stream Protection Plan

Amy Wirtz
CEPA, Senior Family Business Advisor, The Family Business Consulting Group

Joseph A. Seetoo
CEPA, Wealth Advisor, Senior Vice President, Morton Wealth

Joe Strazzeri
CEPA, Attorney & Counselor, Strazzeri Mancini LLP

Christian Muntean
CEPA, Business Strategist, Christian Muntean

Christopher Harben
CEPA, Associate Teaching Professor, Penn State Erie, The Behrend College

James Bly
Managing Director, National Practice Leader, EY Family Enterprise Business Services

Thomas C. Hoffman, II
Shareholder Attorney, Knox McLaughlin Gornall & Sennett, P.C.

Sean Hutchinson
CEPA, Partner, Ready for Next Global

Rich Goldstein
CEPA, Registered Patent Attorney, Goldstein Patent Law

Kathleen Pritchard
CEPA, Director of Practice Management, John Hancock Investment Management

Abby Donnelly
CEO Coach, The Leadership & Legacy Group

Sharon Spooler
Managing Partner and CMO, Chief Outsiders

Meghaan Lurtz
Senior Research Nerd, Kitces.com, LLC

PANELISTS:

James Jack
CEPA, Executive Director, Head of Business Owner Client Segment, UBS

Vincent Mastrovito
CEPA, Exit Planning Specialist, Prometis Partners

Mike Trabert
CEPA, Partner, Marcum LLP

Mike Fischer
Owner, WillCo Tech Inc, Owner, MilitaryHire

Melisa Silverman
CEPA, Managing Partner, The Founders Group, President, Avenue M Advisors, Inc.

Justin Goodbread
CEPA, President, WealthSource

Craig West
CEPA, Founder, Capitaliz

Chris Ronzio
Founder & CEO, Trainual

2024 Partners

TITLE PARTNER:
• REAG

GOLD PARTNER:
• Capitaliz

SILVER PARTNER:
• The Founders Group