GROWTH. TRANSFER. LEGACY.
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These are difficult times for business owners. We have assembled some experts in key disciplines to talk about what they suggest business owners can do help them through this crisis. Since we have significant talent in all members of XPX, this interactive Zoom session will include breakout into smaller groups to discuss your ideas in which you can share.
Steve Pappas, Touchstone Advisors and President of XPX Hartford w/Two minute M&A update
Brian Kerrigan, JD, Partner, Whittlesey - Business Advisory Services
Fred Swint, Vice President - SBA at KeyBank
David J. Fasi, CFP®, CEPA® Vice President – UBS Wealth Management
Robert Zelinger, Partner Corporate Group- Hinckley-Allen Law firm
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