XPX Long Island: Wealth Management Planning – How much do I really need?

Event Information

Date & Time

Fri, Dec 6th, 2019
8:30am - 10:00am (EDT)


The offices of Carter, DeLuca & Farrell LLP, 576 Broad Hollow Road, Melville, NY 11747


Registration Now Closed


First Time Guest $0.00
Long Island & Tri-State Members $0.00
Non-Members Early Bird (through 12/3/19) $75.00
Non-members Regular Fee $90.00
Other XPX Chapter Members Early Bird (through 12/3/19) $55.00
Other XPX Chapter Members Regular Fee $75.00

Everyone can name multiple things they hold dear, but what matters most? The process of prioritizing what truly matters has been an eye-opening experience for numerous business owners and families. When forced to rank priorities, an owner may have to decide if spending more time with family outweighs maximizing profits in the business. Or weighing the feelings of control and recognition that come with business ownership against time—time to travel, volunteer, learn something new, or pursue other personal goals.

What does this prioritization process have to do with selling a business? Often, a well-structured sale can help an entrepreneur fulfill his top priorities. And, when the business owner recognizes how the deal will help her achieve what matters she is likelier to consummate the transaction with confidence.

In this session you will:

  • Evaluate priorities and translate into a financial road map
  • Unlock value for various time horizons
  • Learn to make money meaningful, not just numbers

Our Speaker: Diane Johnston, Financial Advisor – Bernstein Private Wealth Management

Diane Johnston is a Vice President and Financial Advisor at Bernstein Private Wealth Management in the New York office. Diane’s focus is offering institutional quality wealth management to entrepreneurs, families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Before joining the firm in 2018, she was a director and senior investment leader at Willis Towers Watson, a global consulting firm. Prior to consulting, Diane was a director at WHV Investments, a VP at OppenheimerFunds, and a director at Fidelity Management & Research. Her 20-plus year career in capital markets also included roles in investment banking, trading and private offerings. Diane holds a BA in economics from Sewanee: The University of the South, and an Executive Certificate in business administration from the Mendoza College of Business at the University of Notre Dame. Diane is also a board member of UNITAS, an international humanitarian organization united to fight against human trafficking, and a member of The Knickerbocker Chapter of the National Society of the Daughters of the American Revolution. She is an active member of Save the Sound to support healthier and cleaner water in the Long Island Sound and metro New York Region. Diane and her family live in Port Washington, NY, and she enjoys her dogs, the water, running and her rose garden.

About XPX Long Island

XPX is all about collaboration, learning and building relationships to serve our clients. XPX members are professional service providers who assist with business value growth, exit and succession planning, business value transfer, and business owner life and legacy. Assisting business owners through all stages of the company life cycle, XPX members put their clients first by collaborating as a team in order to provide clear, coordinated advice.