XPX MD - Partnership through Spinoff

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Building a partnership  between 

PSA Financial and United Capital

Chip Lewis and Ray Sweet of PSA Financial, Will Kelly of United Capital, and Mike Miller of The PFE Group will tell the inside story of Why, How, What and Who of PSA Financials’ sale of their Financial Advisory and Consultancy Practice to United Capital. They will be discussing all the aspects of the transaction and how the sale has transformed into a new blended family to better serve their clients.

Panelists

Will Kelly, Managing Director - United Capital 

Ray Sweet, Chief Financial Officer - PSA Insurance & Financial Services

Chip Lewis, Managing Director - PSA Insurance & Financial Services

Michael Miller, Managing Director, The PFE Group

Thank you to our Program Sponsor: