Exit Planning Conference, Phoenix, September’17

Date: September 11-12, 2017

Venue: The Ritz Carlton, Naples

2017 Exit Planning conference was a significant event for CEPAs, advisors, academic partners searching for advance learning and education. The conference brought together the most elite group of exit planning advisors and connect them with premier providers and players in the larger exit planning and transaction profession. The Exit Planning Summit is a one-stop: A true expression to EPI pillars: Educate, Develop and Engage. The conference provided an exposure to attendees to transformational education that made a significant impact on the way you work with every single owner client. The event provided an interactive platform and offered workshop options to take the professional development to next level.

The Exit Planning institute honored three exit planning advisors with exit planning awards. The award were broken into three categories:

  • The member of the year Award.
  • The Leader of the year Award.
  • The Peter Christman Exit Planner of the Year Award.

Veristrat actively participated in the event which was limited to only 150 attendees. Our people have advanced their knowledge in exit planning along with premier brand exposure and high-quality networking.

Conference URL: