The Exit Planning Summit is a launchpad to elevate your exit planning advisory practice alongside Certified Exit Planning Advisors (CEPA®) from around the globe.
In this blog, you’ll discover the exclusive experiences available at the 2026 Exit Planning Summit, from ROI-driven networking events to game-changing workshops, so you can decide how to maximize your investment in your professional development.
Unlock a True VIP Experience
If you haven’t already registered for the Exit Planning Summit in Nashville, consider the VIP Ticket, which gives you all that’s included in general admission, plus:
- A dedicated VIP check-in at the Exit Planning Summit
- Reserved seating for all main stage sessions
- Access to VIP lounges and amenities
- Exclusive VIP Socials like the Partners and Pours Social, Creator Breakfast, speakers, and more.
- And a Social Guest Pass, which allows you to bring a guest to the Exit Planning Summit Welcome Social and After Party Social (this does not include VIP socials).
Already registered with a general admission ticket? You can upgrade to a VIP ticket for $999 on the registration page on ExitPlanningSummit.com. Upgrading your ticket gives you access to everything included in the VIP Ticket, including the Social Guest Pass.
Not interested in the VIP experience, but still want to bring a guest to the Welcome Social or the After Party Social? The Summit Social Guest Pass is also available for purchase for $250. The guest pass is perfect for attendees who want to bring a friend, spouse, or partner to experience the Exit Planning Summit’s premier networking events.
Exclusive Workshops
In Nashville, we’re excited to debut two new workshops that are offered separately from Exit Planning Summit registration. These workshops have limited availability, with one already sold out, so if you want to secure your spot, now is the time to act.
Our first new workshop, “SHINE: How to Maximize Your Impact and Inner Peace,” combines teaching, reflection, and interactive exercises to help participants shed fear, ego, and low-value work. Led by Philip Pfeifer, a fifth-gen entrepreneur, the workshop is rooted in the book Shine by Gino Wickman and Rob Dube and will help attendees develop a personal action plan that aligns their highest-value work with their true selves. A new workshop exclusively for financial advisors is also making its debut at the 2026 Exit Planning Summit. This workshop is already sold out.
Also available are returning workshops, including the “Advanced Tax Planning Workshop,” led by Joe Strazzeri, Esq., and the “Mastering the Triggering Event Workshop,” led by Exit Planning Institute® (EPI) Chairman Christopher Snider.
The Women in Exit Planning Symposium also returns in 2026 with panels and roundtable discussions featuring some of the top advisors in the exit planning community, including EPI Faculty members Leslie Lauer and Jaclyn Ring.
Make the Most of 2026
The Exit Planning Summit stands as the definitive gathering for professionals committed to value-driven exit planning, blending three days of education, innovation, and relationships that propel careers forward.
Whether you’re looking for a VIP upgrade, a Social Guest Pass, or to reserve a workshop spot, now is the perfect time to do it at ExitPlanningSummit.com before opportunities vanish. Register or upgrade today to unlock the full Exit Planning Summit experience and accelerate your advisory impact in 2026.
About the Exit Planning Summit
The Exit Planning Summit is the premier exit planning event, spanning over the course of three days. It provides attendees the opportunity to experience hands-on education, make new connections with like-minded individuals, and spark innovation in the profession. It is the annual, global gathering for exit planning professionals committed to expanding their offerings to clients and becoming value-driven.
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