.png)
What Good is an Empire if You Can’t Take a Vacation?
Scott Richards will break down using a proven framework developed by Mark Abbot at Ninety.io called the 9 Core Competencies. Attendees will be guided through the systems, structure, and cultural foundation that reduce chaos, drive profitability, and increase enterprise value.
Surviving the AI Wave: PPLI Exit Planning. How to do it safely
Brad Barros of Specialty Wealth Advisory will dive deep into the $20M line in the sand: Below it, AI is replacing exit planners. Above it, you're either irreplaceable or obsolete. Understand why CEPAs are losing clients under $20M to AI software (and the leaked roadmaps show it's only getting worse), and the three critical things you need to learn today to protect your practice.
.png)
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
Adam Koos will cover key strategies such as how to set the appropriate client minimums for your practice (and how to get around "cheating" on those minimums), how to install a proven on-boarding process that produces an 85%+ conversion ratio, prospecting for new business using A.I., and optimizing systems and processes in your office to create a well-oiled machine. Participants will also explore techniques for improving delegation, enhancing their client service model, and implementing post-COVID, new-age lead generation tactics that drive sustainable growth. The session is designed to help advisors build a more efficient, scalable, and profitable practice while avoiding common pitfalls we all face in our careers.
De-Risking and Creating Value in Healthcare a Top 3 expense
Healthcare is a top 3 Expense and cost is exceeding at alarming rates. Learn how to de-risk one of employer’s biggest expenses, create early value during your engagement and have a powerful multiplier effect by creating EBITDA.
.png)
Opening Act: First Look At The 2026 Summit
Join Ryan Beltz for the opening act of the 2026 Exit Planning Summit! He will walk through why Nashville and the Gaylord Opryland were chosen, along with what’s new and exciting in next year’s agenda. From fresh workshops to updated awards and partner opportunities, you’ll get the inside scoop on what to expect in 2026.
Leveraging AI for Client Acquisition
Join Eden Ovadia to understand why CEPAs are losing clients under $20M to AI software (and the leaked roadmaps show it's only getting worse), and the three critical things you need to learn today to protect your practice.
Preparing Owners Emotionally for their Big Exit
Lien De Pau will present how to guide clients through the emotional side of exiting, help them let go with confidence, and overcome procrastination. By understanding the human side of exit planning, you’ll be equipped to build trust, align expectations, and lead your clients to a truly big exit. Don’t miss this session if you want to build deeper connections with your clients and help them achieve a meaningful, value-driven exit.
EO Advantage: Unlocking Employee Ownership for Your Clients
Stacey Smith and Zarin Kresge will speak on the looming “Silver Tsunami,” with more than half of U.S. business owners age 55 or older and nearly 2.9 million businesses facing retirement-driven transitions. With only 20% of businesses finding a buyer and fewer than 30% passing to the next generation, over half are at risk of closure. This session will explore employee ownership as a practical, profitable succession strategy that preserves legacy, protects jobs, and helps advisors stand out in a competitive landscape.
.png)
2025 EPI Webinar - Strategic Partner
Join the Exit Planning Institute for our 2025 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
.png)
Landing $10-100MM Exits: Insights from over 200 Owners
Are you ready to unlock the true motivation behind every successful business exit? Micah Brandenburg will deep dive into the heart of what drives lower middle-market business owners ($10-100MM) to finally act on their future. Join us to learn how to ignite your clients' passion for their future, guiding them not just to a transaction, but to a truly legendary exit that honors their life's work and secures their dreams.
