2019 Exit Planning Summit Giveback


2019 Exit Planning Summit Giveback

Gather with us to help make a positive impact on the local community this September in San Antonio at our 2019 Exit Planning Summit Giveback. Network and connect with professionals from both San Antonio and over 200 advisors nationally while raising money for WISH for OUR HEROES (W4OH).

We at the Exit Planning Institute are incredibly fortunate to attract advisors who understand the importance of business, financial, and personal leadership, and it shows in our collective ability to raise awareness and funds for good causes like Wish for Our Heroes.  It is our hope to exceed our past fundraising threshold and leave a lasting memory on the local San Antonio community.



About the 2019 Nonprofit:

WISH for OUR HEROES (W4OH) is a national charity that assists military families of all branches struggling with basic needs.  Through the granting of ‘wishes’, the organization strives to assist military families with food, shelter, transportation, child needs, medical expenses and other basic necessities not covered through traditional military and nonprofit channels.  W4OH is run by volunteers who have dedicated their lives to assisting our heroes.  As a result, W4OH has operated at less than 10% administrative expense ratio since inception.  To date, W4OH has provided assistance to more than 35,000 military families, across 49 states and 4 nations. The San Antonio, Texas chapter is the organization’s largest, having assisted more than 8,000 military families in the Central Texas region over the past 9 years. Explore their initiatives by visiting www.wishforourheroes.org.


Thank you to our Giveback Sponsor!

SWBC Investment Services, who have made this powerful giving event possible.  Your philanthropic nature and influential leadership make this community stronger.

This event will be held at the St. Anthony Hotel.

Address: 300 East Travis Street, San Antonio, TX 78205


The EPI South Texas Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPISanAntonio.org