XPX Charlotte Case Study Con’t: Early Personal Planning – Goal Setting & Valuations

Event Information

Date & Time

Wed, Sep 15th, 2021
11:30am - 1:00pm (EDT)


Virtual - Connection details sent upon registration.


Registration Now Closed


Charlotte Members $0.00
First Time Guest $0.00
Other Chapter Members $0.00

Ted A Bachman
Bachman & Associates
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald J Benedict
PNC Wealth Management
Tom Bixby of LEVEL Management Partners, Inc. is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Chuck Cooper
WhiteWater Consulting LLC
Joe Donlevy
Filmore Capital
Carrie L Dyckman
Michelle Fritsch
Retirement Wellness Strategies
Doug Havas
Pinnacle Sales Advisors
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte.
Andrew Kittelson
UBS Financial Services
Yvonne Levine
Ellen Linares
MassMutual Carolinas
Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert M. Snowden
South Park Advisors, LLC
Hunter Widener of Truist - Legal Specialty Group is a member of XPX Charlotte
Hunter Widener
Truist – Legal Specialty Group
Ann Marie Williams
JP Morgan Private Bank
Tom Wilson
DecisionPoint Advisors
Jeff Wolfberg

Please join this virtual monthly event. This is the 3rd in the case study series, built around the individuals found in the Charlotte case study.

This event will focus on Early Personal Wealth Planning for the principal owners. Specifically focusing on Goal Setting & identification of any Wealth/ Valuation Gap. Process steps covered:

  • Discovery
  • Wealth Planning
  • Business Information
  • Business Valuation

Meet our Speakers:

Jim Benedict, CPA, CFP®, CEPA®
SVP – Senior Wealth Strategist, PNC Wealth Management
XPX Charlotte Events Committee

Jim Benedict has over 25 years of experience leading the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable) and financial goals. He earned a Bachelor of Science in Business Administration with concentrations in Accounting and Managerial Law from the University of North Carolina at Chapel Hill. Jim holds an active license in North Carolina as a Certified Public Accountant and is also a Certified Financial PlannerTM.

Andrew Kittelson, CIMA, CEPA®
Senior Vice President – UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair, Events Committee

As a member of Gateway Wealth Management at UBS, we specialize in bringing a holistic wealth management approach to a select group of families of closely held businesses as well as corporate executives. As a Certified Exit Planning Advisor (CEPA), I have expertise in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. With experience regarding liquidation events, mergers & acquisitions and exit strategy, I am one of a select group of wealth managers that truly specializes in taking business owners comfortably through the Owner to Investor transition.

Ann Marie Williams, JD, CPA/PFS
Executive Director, JP Morgan Private Bank
XPX Charlotte Events Committee

Ann Marie Williams is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Charlotte, North Carolina. She provides banking, investing, estate planning and philanthropic advice to the region’s wealthy families, corporate executives and accomplished entrepreneurs. Ann Marie earned a J.D. from Western Michigan University’s Thomas M. Cooley Law School. She also received an M.S. in Professional Accountancy from Walsh College and a B.S. in Accounting from Michigan State University.

Virtual Event Pricing:

XPX Charlotte Members: Free
First time guest(s): Free but must be invited  by a Charlotte chapter member. Please contact Angie Ellis at angie@exitplanningexchange.com to sign up your guest(s).

Other XPX Chapter Members: Free

Connection details sent upon registration.