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EVENT DETAILS

XPX Chicago - Case Study and Discussion: Owner Wealth

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

Registration

  • Please contact angie@exitplanningexchange.com to get the code.
  • This offer applies to first time guests who haven't attended an XPX meeting. Please email angie@exitplanningexchange.com so she can register you.
  • The code applies to ONE individual Launch sponsor. Please contact angie@exitplanningexchange.com to get the code.
  • APPLIES TO PAID MEMBERSHIP ONLY. Launch Members who haven't converted will need to pay the non-member fee.

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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