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• XPX Philadelphia Bucks County Event - Behavioral Finance: Principles to help business owners make better, more informed decisions

  • When
    October 23, 2019
  •  
    7:45 AM - 9:30 AM
  • Location
    UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940
  • Registered
    13 registrants

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  Join Philadelphia XPX at our Bucks County meeting to participate in a discussion about behavioral finance principles and how they can be used by professionals serving business owners. Behavioral Finance has been used by wealth management professionals to explain the sometimes unexpected and irrational financial decisions their clients make.

  Behavioral Finance proposes psychology-based theories to explain anomalies and attempts to identify and understand why people make certain financial and business choices. As a group, we will cover various behavior finance principals and discuss how they can be applied to real-world situations.

  John Uehling of Uehling Wealth management will lead the discussion.

  We look forward to a lively and interactive session.

  Breakfast and networking will start at 7:45 AM. We will start the program at 8:20 AM.

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• XPX Philadelphia: Pre-Sale Planning: The Window of Opportunity

  • When
    November 20, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    The Offices of BNY Mellon - 1735 Market Street, Philadelphia, PA
  • Registered
    1 registrant

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  During the sale process, business owners often get locked in on the track of preparing their business for sale at the best possible price and terms. What many owners too often neglect is the parallel track of preparing themselves and their family for the liquidity event, leaving on the table once in a lifetime opportunities for effective tax-efficient wealth transfer, and family and philanthropic legacy creation, that can impact many generations to come. Whatever price is obtained for the business can be optimized if pre-sale planning opportunities are timely and effectively attended to with a team of advisors that complement the team of advisors working on the sale.

  Our Speakers:

  Martyn Babitz, BNY Mellon
  Bryan McGrath, BNY Mellon
  

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• XPX Philadelphia - How to Prepare Future Generations to Create a Familial Super Power

  • When
    December 18, 2019
  •  
    5:30 PM - 7:30 PM
  • Location
    The Offices of Offit Kurman, Ten Penn Center, 1801 Market Street • Suite 2300 • Philadelphia, PA
  • Registered
    1 registrant

  Register

  PRESENTER: Marc Kramer

  Marc Kramer, president of Stress Free Family Business, author of five books and 13-year business editorial contributor to KYW, will provide a process for transitioning the family business to the next generation. This process includes the roles XPX members can and do play in the transition. Marc, who was born into and has worked with family businesses for 40 years, is a master’s in management from Penn State University and a BS in journalism from West Virginia University, is a former instructor at the University of Pennsylvania’s Wharton School of Business.

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