The Sixth Annual Summit Charity Giveback

The Sixth Annual Summit Charity Giveback


The Exit Planning Institute along with partners, Strazzeri Mancini, LLP and The Founders Group, hosted the sixth annual Summit Charity Giveback on May 2 during the 2022 Exit Planning Summit in Scottsdale, Arizona. During this social, members of the exit planning community collectively raised well over $50,000 in support of the Phoenix Children’s Foundation.

The Phoenix Children’s Foundation 

Phoenix Children’s Foundation sees a future in which they make premier pediatric care accessible to every child who needs it, and they need your help to get there. It costs nearly $2.7 million per day to operate Phoenix Children’s. All patients are accepted, and about 50 percent of patient families have little or no private medical insurance. The support of our community ensures that all children have access to world-class health care. And that makes all the difference for kids who are fighting for their lives.

If you would like to donate to this incredible Foundation, you can make your secure donation through this link

The Charity Giveback Auction

Over 35 items were auctioned off to raise money for Phoenix Children’s. The items auctioned included exquisite jewelry, once-in-a-lifetime travel packages, and sports memorabilia from a variety of professional athletes. Joe Strazzeri, EPI Chapter President and Faculty member, even auctioned off a week-long stay at his condominium in Hawaii! Congratulations to Erik Owen, President of Oak Hill Business Partners, who won the luxury trip during our Live Auction for $5,500. We hope you enjoy your vacation!    

The EPI Experience Package valued at over $16,000, was such a popular item that the Scott and Chris Snider auctioned off two packages for $5,000 each. This package includes: 

  • Round trip airfare to Cleveland
  • Lodging
  • 2 days of workshops 
  • Owner roundtable Best Practices Workshop with Chris Snider
  • Leadership Best Practices Strategy and Vision Workshop with the EPI Leadership Team 
  • Access to the EPI Member Experience and Marketing Teams
  • Enjoy two Dinners with the EPI ownership
  • Best seats in the house to a professional Cleveland sporting event with the Sniders

Congratulations to Jodi Perez Co-Owner of Independent Financial Solutions as well as Shina Culberson, President of Quist Financial and Dan Paxton, Founder of ExitSmarts. We look forward to seeing you in Cleveland soon!  

Chris and Scott Snider made a generous donation of $20,000 to the Phoenix Children’s Foundation as well.

Thank you to all who attended this phenomenal event and helped raise funds for the Phoenix Children’s Hospital Foundation.


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