2025 Women in Exit Planning Symposium

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, closing dream clients, and more!  Women entrepreneurs are an untapped market for advisors and this workshop will highlight ways you can be more proactive in building your woman-owned book of business.  Limited to 40 attendees.

When: Sunday, May 4th, 2025 (Morning Session)

Where: Sunseeker Resort | 5500 Sunseeker Way, Port Charlotte, FL 33980