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GROWTH. TRANSFER. LEGACY.

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CHAPTER NEWS AND DISCUSSIONS

This forum is for XPX Chicago members to share knowledge and news. 

Please let us know how to best serve you!

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  • February 22, 2018 6:11 PM | Mary Adams (Administrator)

    Panel left to right

    Dan Rahill – Tax Partner at BDO, Michael Karmin – Wealth Advisor at Strategic Wealth Partners, Howard Bakrins – Tax Director at Kutchins, Robbins & Diamond Ltd, Renee Morawa – Senior Tax Manager at Sassetti LLC, Frank Washelesky – Personal Financial Specialist at Ostrow Reisin Berk & Abrams, Ltd, Peter Holton – Partner at Caber Hill Advisors


  • December 05, 2017 6:15 PM | Mary Adams (Administrator)

    Panel left to right

    Tim Van Mieghem - The ProAction Group, Laura Yunger - Saltare Solutions, LLC, Larry Gard - Hamilton-Chase Consulting, Roberto Garcia - Insperity, Trevor McClain-Duer - Cendrowski Corporate Advisors, Tim Trela – Momentum Advanced Planning



    Moderator, Tim Trela of Momentum Advanced Planning asking panel questions.

    Attendees listen attentively to discussion on What Owners' Need to Know About Business Improvement, Growth, and Value Creation.



  • August 24, 2017 6:26 PM | Mary Adams (Administrator)



    Panel left to right

    Moderator: Peter Holton-Caber Hill Advisors, Ryan Walsh -Hamilton Thies & Lorch LLP, David Hunt- Bernstein Global Wealth Management, Michael Karmin -Strategic Wealth Partners, Clint Costa- Duggan Bertsch, Curt Matlin- Matlin Financial Services


  • August 16, 2017 6:21 PM | Mary Adams (Administrator)

    Panel left to right

    Moderator: Peter Holton – Caber Hill Advisors, Eric Marzinke - ProMark Planners,  Michael Stuart – The Stuart Legacy Alliance, Tyler Qualio JD - Sentinus, Michael Karmin – Strategic Wealth Partners, Kevin Davey – Northwestern Mutual

    The discussion of Owner Wealth included key issues such as:

    • What issues should the owners be dealing with?
    • What is the best way to deal with multiple owners with potentially different personal goals and priorities?
    • What planning process should owners undertake? 
    • What suggestions should the owners consider?
    • What role does company retirement plans and insurance have in the planning?


  • June 13, 2017 6:05 PM | Mary Adams (Administrator)

    XPX Chicago celebrated the 2nd Quarter Networking Social by bringing the two geographies launch members together again for a joint networking event at the Tortoise Club in Chicago

    Members and guests had the opportunity to connect with colleagues from the entire Chicagoland area to celebrate the beginning of spring. 

    XPX Chicago meetings are held twice a month in two different locations. Meetings are held in Oak Brook & Chicago to allow members to attend their most convenient location.  Venue will be specified on the email invitation and on the website.


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TESTIMONIALS

The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.

Dick Albu, Albu Consulting LLC

I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.

Alan Booth, Executive Leadership Advisor

XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.

Michael Clear, Wiggin and Dana

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