Looking Back at the 2022 Exit Planning Summit

The Sixth Annual Summit Charity Giveback

During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more

CEPA Feud is Back!

One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring! … read more