XPX Chicago Owners' Academy: Owners Advising Advisors

Thursday November 15, 2018

7:30 am – 9:30 am

Hyatt Lodge, Oak Brook, IL

OWNERS ADVISING ADVISORS

What Business Advisors Can Learn From Their Clients

A SESSION FOR PROFESSIONAL ADVISORS (XPX MEMBERS and NON-MEMBERS)

and

BUSINESS OWNERS

We’re turning the tables. Literally. This time our panel of experts will be business owners. They join us to advise the advisors on how to bring more value to their clients. They will tell us what they look for when hiring accountants, lawyers, bankers, consultants, wealth advisors, and other professionals. And they will share their secrets for making sure they get the most out of their team.

7:30-8:00 Registration and breakfast

8:00-8:10 Welcome and About the Exit Planning Exchange

Ray Palys – President Chicago Chapter Board of Directors

8:10-8:15 Introduction to Owners’ Academy Program

Bob Greisman – Co-Chairman Owners’ Academy Committee

8:15-9:15 Panel Discussion – Moderated by Bob Greisman, RKG Consulting Group, Inc.

Aaron Wiegel, President, Wiegel Tool Works

Jim Critchfield, Executive Vice President, Accurate Biometrics

Peggy Critchfield, CEO, Accurate Biometrics

Brian Davis, Owner, Home Helpers

Glen Hampton, Owner, EQ IT Solutions

9:15-9:30 Wrap up and Concluding Remarks and Networking

Investment:

XPX Member $50, Business Owner Guest, $35
Non-Members: $75, Business Owner Guest, $50

Non-Solicitation Policy

Please note that the Owners' Academy is an educational event for business owners. By registering, all advisors agree to the Chicago Chapter of the Exit Planning Exchange's policy that both member and non-member advisors will not solicit any business owner either at the event or afterward

Thank you to our Event Sponsor!