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September 30
who you may know from your CEPA training
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ultimately allowing them to diversify their investment portfolio or pursue new opportunities
2024 Exit Planning Summit (Title Partner) 2022 Chapter Events September 30When: Sunday, April 28 Tuesday, April 30, 2024 Where: JW Marriott Marco Island Beach Resort 400 S Collier Blvd, Marco Island, FL 34145 The Exit Planning Summit is back in 2024! We are thrilled to welcome professional advisors back to a world class in person conference. Our Exit Planning Summit is where top CEPAs come to build deep relationships, advance their skillset and knowledge, and share best practices.
