20
Oct
XPX Charlotte Case Study Con’t: Retirement & Estate Planning / Personal Wealth Risk Mitigation
October
20
Wednesday

Event Information

Date & Time

Wed, Oct 20th, 2021
11:30am - 1:00pm (EDT)

Location

Virtual - Connection details sent upon registration.

Status

XPX Registration Closed

Price

Charlotte Member Guest $0.00
Charlotte Members $0.00
Other Chapter Members $0.00

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
Matthew D Bradbury
Business Acquisition & Merger Associates
Steve Dotson
Carrie L Dyckman
BGW CPA, PLLC
Michelle Fritsch
Retirement Wellness Strategies
Doug Havas
Pinnacle Sales Advisors
Scott M Jones
Scott Jones Financial
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte.
Andrew Kittelson
UBS Financial Services
Sharai Lavoie
Lavoie CPA PLLC
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne G Levine
YGL Enterprises, Inc
Ellen Linares
MassMutual Carolinas
Adriana l Mclane
The A.M. Insight, LLC
Steve Melton of CCIA, Inc- R3 Risk Management Division is a member of XPX Charlotte
Steve A Melton
CCIA, Inc- R3 Risk Management Division
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
Michael Stier of FocusCFO - Carolinas is a member of XPX Charlotte
Michael Stier
FocusCFO – Carolinas
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Ann Marie Williams
JP Morgan Private Bank
Tom Wilson
DecisionPoint Advisors

Please join this virtual monthly event. This is the 4th in the case study series, built around the individuals found in the Charlotte case study.

This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners.


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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