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  • Exit Planning Exchange
Exit Planning Exchange
Mar
27

XPX Philadelphia-XPX Bucks/Montgomery County Satellite Organizing meeting

Details

Date & Time

Wed, Mar 27th, 2019 ⋅ 8:00am - 9:30am (EDT)

Location

The Offices of Uehling Wealth Management, UBS Financial Services Inc., 411 South State Street, Newtown, PA

Tickets

Guest
$0.00
XPX Philadelphia Member
$0.00

XPX(Exit Planning Exchange) is a local nonprofit association of professional advisors to business owners in the heart of the middle market. Our members work in all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy.

Currently the meetings are held in Philadelphia each month. These meeting attract over 40 professionals and the programming is excellent, but the meeting location and time is just not convenient for many of us who live and work in the suburbs.

At this organizing meeting you will learn more about XPX. Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.

Susan Rosner, Managing partner of Calder Associates and Board Member of XPX is organizing this meeting. Uehling Wealth Management is the host of this event. Feel free to contact Susan at srosner@calderassociates.com with your questions.

Register here by 3/25/2019. There is no cost to attend (this organizational meeting).

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