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EVENT DETAILS


XPX New England: Pre- and Post-Sale Wealth Planning Strategies

  • April 02, 2019
  • 4:00 PM - 6:30 PM
  • Sullivan & Worcester LLP, 1 Post Office Square, Boston, MA

Registration


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Join XPX for an informative discussion featuring professionals with expertise in wealth management, trust & estate planning and philanthropic strategies. These experts will provide insight into pre- and post-sale considerations for business owners, including various tax mitigation strategies, cash flow analysis, retirement planning, philanthropic giving and other considerations that business owners should be discussing with their advisers.

Topics include:

  • How much capital do you need post-sale to achieve your life’s goals?
  • Pre-sale planning
  • Structuring to mitigate tax liability
  • Efficient wealth transfer strategies
  • Advanced goals-based planning, Donor-Advised Funds and other philanthropic strategies

Moderator:

  • Josh Daly, Director of Charitable Planning, Fidelity Charitable – Moderator

Panelists:

  • Olga Okaty, Director of Financial Planning, Centerpoint Advisors, LLC
  • Terence Condren, Senior Wealth Strategist, UBS Wealth Management
  • Derek Mohamed, Managing Director, Mohamed-Merola Wealth Management
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