Participants will attend interactive, action-oriented workshops with national experts and leading practitioners on topics such as building your advisory team and communicating your value.
WESTLAKE, OH, February 07, 2023 /24-7PressRelease/ — The Exit Planning Institute announced following its upcoming Exit Planning Summit, it will host a one-day Women in Exit Planning Symposium on May 24, 2023. During this one-day event, participants will attend interactive, action-oriented workshops with national experts and leading practitioners on topics such as building your advisory team, communicating your value, and more.
The Women in Exit Planning Symposium will bring together women advisors and business owners as well as men who work on women business owner’s advisory teams. This event will foster collaboration between all different advisor specialties together in the exit planning community. It will feature a panel of female exit planners who will share best practices, discuss challenges women face in the exit planning profession, and how to build value in your business. Additionally, the symposium offers a chance for exit planning professionals to network with other women across the advisory community.
Sessions at the inaugural Women in Exit Planning Symposium include:
Keynote session with Jessica Fialkovich about the unique challenges women business owners face when selling their companies.
Women in Wealth case study with Kathleen Pritchard discussing how women invest.
A panel of experts and influencers will address building your advisory team, women’s impact in the evolution of exit planning, and insights into women business owners.
Build the Life You Want: Flipping the Script on Defining Success in Entrepreneurship workshop with Kiley Peters will discuss financial freedom and personal fulfillment for women business owners.
“We are excited to launch the first ever Women in Exit Planning Symposium following our 2023 Exit Planning Summit,” said Exit Planning Institute President, Scott Snider. “Women business owners and women exit planners face unique challenges. This event will provide an opportunity for women exit planning professionals to connect and grow from each other’s experiences.”
The symposium will take place on May 24 from 8:00 am – 3:30 pm in Scottsdale, AZ. Visit the Women in Exit Planning Symposium page to register and learn more about the event. You can find further details about The Exit Planning Summit here.
About Exit Planning Institute
Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.
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