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EVENTS

Upcoming events

    • August 24, 2017
    • 7:30 AM - 9:00 AM (CDT)
    • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL

    In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

    Owner Wealth:

    • 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?

    Panel: Financial Planners, Estate Planners and Insurance Professionals.

    Mike Karmin (investments), Strategic Wealth Partners
    Ryan Walsh (legal/estate planning), Hamilton Thies & Lorch LLP
    Clint Costa (legal/estate planning), Duggan Bertsch, LLC
    David Hunt (investments), Bernstein Private Wealth Management
    Curt Matlin (investments/insurance), Matlin Financial Services


    Please print the Case Study, read it, and bring a copy to our meeting. 


    Thank You to Our Meeting Sponsor!


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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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