VIP Upgrade (2027 Summit) 2025 Summit Work through a live case

Work through a live case study showing how the Capitalize 21-step model using the five stages of value will help you deliver consistent exit planning advice at scale

Enhance Brand Perception: Stand out as a leader in your industry by aligning your brand with excellence and prominence through strategic booth placement

Membership Includes:

Discover how to align financial advisory services with value enhancement strategies

This exclusive opportunity places your brand at the forefront of key moments that attendees look forward to

VIP Upgrade (2027 Summit) 2025 Summit Work through a live caseImportant Note: This product is only meant for individuals who previously purchased a General Admission ticket to the 2027 Exit Planning Summit and would like to upgrade their ticket to VIP. Where: Gaylord Pacific Resort & Convention Center in Chula Vista, CA When: May 24, 2027 The Exit Planning Summit is back! We are thrilled to welcome professional advisors back to a world class in person conference in Chula Vista, CA. Our Exit Planning Summit is