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                GROWTH. TRANSFER. LEGACY.

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XPX Chicago - Wealth Management and Asset Protection Considerations for Business Owners Considering a Sale

  • August 09, 2018
  • 7:30 AM - 9:00 AM (CDT)
  • Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL


  • Please contact angie@exitplanningexchange.com to get the code.
  • The code applies to ONE individual Launch sponsor. Must be in good standing. Please contact angie@exitplanningexchange.com to get the code.

This will be our only meeting in August.

In this session, we will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel discussion on wealth management and asset protection considerations for business owners. Specifically, we will focus on the years leading up to an exit.

Our panel comprises:

  • Michael Karmin, Strategic Wealth Partners
  • Dan Luber, Armor Wealth Group
  • Curtis Matlin, Matlin Financial Services
  • James Van Ham, Strategic Financial Group, Inc
  • Ryan Walsh, Hamilton Thies & Lorch LLP
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