GROWTH. TRANSFER. LEGACY.
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Please join this virtual educational event. Building on the May event:
CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT.
Adriana McLane, Growth Strategist - The A.M. Insight, LLC
Adriana is a Launch Committee and Marketing Committee member of XPX Charlotte.
Adriana is a growth strategy expert for businesses and entrepreneurs looking to grow sales. She helps organizations do more of strategic work that matters most. Leveraging her strategic planning process (FulfillingStrategy.com) to help organizations significantly improve execution of strategic initiatives, increase capacity of the organization to do strategic work, and fuel employee engagement and performance.
Jim Benedict, CPA, CFP®, CEPA®
SVP – Senior Wealth Strategist, PNC Wealth Management
Jim is a Launch Committee Member & Membership Vice-Chair
Virtual Event Pricing:
There is no charge for this event, but registration is required. Open to all XPX members, and guests invited by members of XPX Charlotte. Connection details sent upon registration.
Virtual - Connection details sent upon registration.
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