General Admission (2027 Summit) CEPA Programs 2026 (General) 5 Minute Introduction of Yourself

5 Minute Introduction of Yourself and Your Company Prior to the Meeting

When working with an owner during what is likely the largest financial transaction of their life

you will be eligible for up to the following amounts of CE hours: VAK: 3 | CPE: 2 | CFP®: 2

Self-Paced)

General Admission (2027 Summit) CEPA Programs 2026 (General) 5 Minute Introduction of YourselfThe Exit Planning Summit is back! We are thrilled to welcome professional advisors to a world class in person conference in Chula Vista, CA. Where: Gaylord Pacific Resort & Convention Center in Chula Vista, CA When: May 24, 2027 Our Exit Planning Summit is where top exit planning professionals come to build deep relationships, advance their skillset and knowledge, and share best practices Secure your spot now at our early bird rate and unlock