XPX Austin: Kickoff Event

REGISTRATION IS CLOSED

Agenda:

4:00 - 4:30pm - Registration / Drinks & Appetizers
4:30 - 5:00pm - Welcome and XPX Overview
5:00 - 5:15pm - Roundtable Networking
5:15 - 6:00pm - Panel Presentation with Q&A

Attendees will be able to enjoy complimentary appetizers + 2 drink tickets.  There is no charge for this event, but registration is required.  

We are excited to launch the XPX Austin Chapter - the second Southwest US chapter of XPX Global. This event will ‘kick start’ a series of events over the year where members experience XPX’s principles. What makes us different? With every event and interaction, we create an environment that fosters relationships, collaboration and learning across professions as we address real-life projects and case studies addressing: Business Growth, Business Value, and Life Legacy.  Click here to meet our Founders!

Jordan Ware
Managing Shareholder
Winstead PC

Jordan concentrates her practice on estate and business planning, taxation and estate administration for high net worth individuals, executives and business owners. Jordan is a frequent speaker at estate planning and tax seminars around the country.

Panelist:

Jay Mezera
CPA, CVA, Partner
Atchley & Associates

Jay's practice concentration includes tax compliance and planning for individuals, corporations, partnerships, and trusts. Jay also focuses his practice in the areas of business valuations, mergers and acquisitions, and state taxation.

Panelist:

Vanessa McElwrath
CPA, CFP®, Partner
ML&R Wealth Management

Vanessa assists high net worth individuals and institutional clients develop comprehensive wealth plans based on Nobel-prize winning research. Vanessa partners with clients’ tax, legal, and insurance advisors to work through complex financial issues.