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                GROWTH. TRANSFER. LEGACY.

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EVENT DETAILS


XPX Maryland: Retirement - Member Event

  • September 18, 2020
  • 8:40 AM - 10:00 AM
  • Virtual - connection details sent upon registration

Registration

  • Contact angie@exitplanningexchange.com and provide the name of the member that invited you to register at no charge.

Registration is closed

Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise.

Speakers:  

Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and Retirement Wellness Strategies

Dr. Fritsch has been practicing for 28 years in the retirement field on topics of wellness, healthy living, and resources to successful navigation into the healthcare system. Her recently published book “Preventive Maintenance for a High Mileage Life” provides insights on how to live actively and happily with sustained health.

Terry Schaefer, MS, MSW, LCSW-C, PCC. Principle: Profitable Family Business

Terry Schaefer, Principal of Profitable Family Business has been coaching family business owners since 1998 on preparing for the smooth ownership transition to the next generation. Part of his focus is on how to “protire” with simple exercises to help develop an exit strategy into the most rewarding time of one’s life.

Program starts at 8:45, please log in early to be ready!

XPX Maryland members are eligible to invite a guest at no charge.  You can register your guest when you register yourself or email angie@exitplanningexchange with your guest name and email address.

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