General Admission (2027 Summit) CEPA Programs 2026 (General) As a Summit Premium Partner

As a Summit Premium Partner

Moderating a Table Talk is the perfect opportunity to gain access to CEPAs most interested in your expertise

ensuring a steady stream of successful sales opportunities

EPI Greater Phoenix 2025 Events:

one option that is often not considered is selling to their employees through an employee stock ownership plan (ESOP)

General Admission (2027 Summit) CEPA Programs 2026 (General) As a Summit Premium PartnerThe 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