We will discuss comprehensive financial and retirement planning considerations for a business owner and their related family members.
Vesta- Wealth Management
Certified Financial Planner™
Business Planning, Financial Services and Retirement Planning for Small Business Owners
TRUST Company of the South
CPA, Certified Financial Planner™
Charitable Giving, Estate Planning and Investments
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
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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