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                GROWTH. TRANSFER. LEGACY.

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Hear from Dick Albu (Connecticut - Fairfield) and Thomas Jordan (San Antonio)

January 18, 2019 11:35 AM | Mary Adams (Administrator)

Hear two stories and discussions among the attendees that include:

  • Dick Albu, long-time Connecticut Chapter and Board Member shares two collaboration stories from his 25-year strategy practice and why he values XPX
  • Thomas Jordan, Sponsor and Member of our new Chapter in San Antonio talks about how he collaborates with other advisors through his benefits and planning consultancy. He also shares the success of the Chapter's Summit last fall. 
Listen to their stories and join us next month to share yours!

XPX Collaboration Stories
XPX Collaboration Stories


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