Women are redefining what exceptional exit planning looks like. Across the exit planning profession, women business owners and advisors are stepping into more visible roles in conversations about value, transition, and legacy.
Held annually at the Exit Planning Summit, the Women in Exit Planning Symposium is an interactive session built to showcase and equip the women who are already driving value at a high level.
Inside the Women in Exit Planning Symposium
The symposium features some of the leading voices in the exit-planning world. These women have built companies, managed complex transitions, and promoted the Value Acceleration Methodology™ in their markets. By sharing their stories, frameworks, and lessons learned, they inspire more women to see themselves as advisors with influence.
In Nashville, the Women’s Symposium will feature a panel discussion with seven experts representing the roles needed for a full exit planning team, followed by breakout groups led by each panelist. Our 2026 Panelists are:
- Kariann Voorhees, CEPA
- Sarah Hewitt, CEPA, JD
- Leslie Lauer, CEPA, CHFC
- Dawn Hryshko, CEPA, CPA, MT
- Kristin Carlson, CEPA
- Jaclyn Ring
- Amy Morin, CEPA
- Tina Corner Stolz, CEPA
- Wendy Axtell
- Tracy Hanson
What You’ll Take Away
The session will kick off with a trio of speakers: Tina Corner Stolz, Tracy Hanson, and Wendy Axtell. Each of these speakers will share practical insights learned from their combined decades of experience in their fields.
Following a networking break, the seven experts will participate in a panel discussion titled “The Power of the Right Table,” focusing on how advisor alignment shapes the exit experience. Because our seven panelists cover every role on an exit planning team, this symposium is a great fit for any advisor type.
After visiting four tables of your choice, you’ll walk away with handouts, checklists, and actionable ways to form meaningful relationships with other advisors. Attendees will also gain a clearer understanding of their role on an exit planning team.
Why is this Event so Important?
The number of women advisors and owners continues to grow, and the advisors who will succeed in the next decade are those who know how to collaborate effectively.
If you’re an advisor who wants to build a more collaborative, future‑ready practice, join us at the 2026 Exit Planning Summit, and pair the Women in Exit Planning Symposium with the mainstage sessions and other workshops to build a full plan for when you return from Nashville.
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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