When: 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 for advisors seeking referral partners, revenue opportunities, and tools for exit planning and value acceleration.
• Amplify Visibility: Connect to potential key members of your collaborative team and new strategies to implement in your practice.