XPX Atlanta: Estate and Wealth Planning: Approaching, During and Post-Transaction

An engaging presentation on estate and wealth transfer strategies throughout the exit planning period and why it's important to get started early. We will discuss techniques such as structuring the sale, maintaining control, state income tax considerations, and life after the sale - all followed by roundtable discussions with other advisors and consultants. Presented by James Broyd, Cherish De la Cruz and Ray Payne.

Why Join Us?

• Meet and truly engage with a broad range of other professionals in our roundtable follow-up
• Keep up to date on all things exit and value
• Find resources to help your clients
• Enjoy a half hour of open networking (11:15 AM – 11:45 AM)
• Gain an appreciation of the power of the XPX Advisor Principles!

Registration & Open Networking 11:15 AM – 11:45 AM

PARKING OPTIONS!!

SELF-PARK: We will hand you a validated ticket after the event to use at the gate as you leave.

VALET: Your valet ticket will state “The Buckhead Club”, so you will not need anything to retrieve your car.