14
Jul
XPX Triangle Case Study: Financial and Retirement Planning for Business Owner Business Transactions
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Event Information

Date & Time

Wed, Jul 14th, 2021
7:45am - 9:15am (EDT)

Location

Virtual - Connection details sent upon registration.

Status

XPX Registration Closed

Price

Non-Members $25.00
Other XPX Chapter Members $20.00
Triangle Members $0.00

Registrants

22 people attended


We will discuss comprehensive financial and retirement planning considerations for a business owner and their related family members.

Our Panel:

Mary Norton
Financial Advisor
Vesta- Wealth Management
Certified Financial Planner™
Business Planning, Financial Services and Retirement Planning for Small Business Owners

Jonathan Henry
Wealth Advisor
TRUST Company of the South
CPA, Certified Financial Planner™
Charitable Giving, Estate Planning and Investments

Robert Mouro
Wealth Management, Financial Advisor
Janney Montgomery Scott, LLC
Certified Financial Planner™, Comprehensive Wealth Planning for Individuals. Families and Small Business Owners

Triangle Members – No Charge

Other XPX Chapter Members: $15.00
Non-Members: $25.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.








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The Sledge Organization, LLC