XPX Charlotte Case Study Con’t: Retirement & Estate Planning / Personal Wealth Risk Mitigation

Meet our Speakers:

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

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

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:

There is no charge for this event, but registration is required. Open to all XPX Charlotte members, and first time guest(s) invited by members of XPX Charlotte.   Member must contact Angie Ellis at angie@exitplanningexchange.com to sign up their guest(s).

Connection details sent upon registration.

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