Featured Speaker, Matthew Lang
May 8th, 2026
As a CERTIFIED FINANCIAL PLANNER™ professional, Matt focuses primarily on delivering holistic wealth management advice to the team’s ultra-high net worth clients. Working to create and implement comprehensive financial plans, Matt helps each client build a financial road map for their assets and liabilities and design an investment strategy that is aligned with their goals. Matt has been named Forbes Top Next-Gen Wealth Advisors in 2023 and 2024. Matt was also named as Forbes Best In State Wealth Advisor in 2025.
Having grown up in a family business environment, specifically one that has been in his family for more than a hundred years, Matt has unique perspective on addressing the planning needs of closely held business owners. He earned the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed exit planning platform available. As a CEPA, Matt focuses on cross-functional consulting and value acceleration, drawing on a multi-disciplinary global network of high caliber advisors in the exit/succession planning community. Matt is a founding member, and current President, of the Exit Planning Institute’s (EPI) Greater Philadelphia chapter. EPI Greater Philadelphia is a community of professional advisors, across a range of disciplines, committed to curating educational programs for business owners and advisors in the areas of succession and exit planning.
Matt Lang will share his/her expertise and experience and cover the following topics as it relates to Monetization Planning for Owners of Privately Held Businesses.