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The second half of the meeting will have leading experts discuss the upcoming election and potential impacts to the M&A community
2025 Summit Partnership (Learning Lab Partner) EPI Programs (Corporate Rate) revenue opportunitiesWhen: Sunday, May Tuesday, May 6, 2025 Where: Charlotte Harbor, Florida Learning Labs are a must for any advisor looking for their next referral partner, revenue generating opportunity, or the tools and resources you need to implement exit planning and value acceleration. Introduction: Kick off the Summit with a 20 minute presentation to introduce yourself to attendees. Learning Labs: Attend meetings (classes, seminars, presentations, etc.) essential
