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  • Exit Planning Exchange
Exit Planning Exchange
Dec
03

XPX Long Island: Neuroscience of Family Business (In-Person Meeting)

Details

Date & Time

Fri, Dec 3rd, 2021 ⋅ 8:30am - 10:30am (EDT)

Location

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 11/30/21)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
Other XPX Chapter Members Early Bird (through 11/30/21)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

27 people attended
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
DS
DO
+22

With 40% of the workforce planning to retire in the next decade and 10.4 trillion dollars of wealth in the next two decades following a succession planning can help looking at the past, understanding the current generation, and planning for the future. We will examine generational differences and life stages that include work style behaviors, risk tolerance and more. There are predictable patterns of behavior that high net-worth families engage in that can create unique problems and opportunities.  In this dynamic workshop, we identify those behaviors, their cause and effective methods to alter these patterns to improve communication and family cohesion.


Our Speaker:


Natalie McVeigh
Managing Director
Eisner Advisory Group

Natalie is an executive and entrepreneurial coach and practitioner in neuroscience, specializing in Conversational Intelligence (C-IQ). She has expertise is in complex conflict resolution, with a certificate in mediation, specializing in interest based negotiation trained at Harvard Law School’s Program on Negotiation. Natalie is on the Faculty and Board of the Family Firm Institute as well as Faculty at the NYBA Trust School specializing in family dynamics. She is a Certified Happiness Trainer and has experience in building and developing cohesive teams through utilizing assessments and creating training curricula.


Registration Fees:

Non-Members Early Bird (through 11/30/21) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 11/30/21) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Outsourced CFOs and Advisors
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
Bernstein
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
DS
Daniel Shulman
BNY Mellon Wealth Management
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
NM
Natalie McVeigh
EisnerAmper
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Tom Attivissimo of Greiner Maltz Co of Long Island is a member of XPX Long Island
Tom Attivissimo
greiner-maltz of Longisland
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island
Roy Ryniker
Reorganization Alternatives Group. Ltd.
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
NS
Nick Sciortino
Carter More Goodrich
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Capital One Bank
EK
Elaina Kilfoyle
BDO
Bob Arnold of Arnold Standard Cos. is a member of XPX
Bob Arnold
Arnold Standard Cos.
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
AC
Andy Crofton
Klingenstein Fields Advisors
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
KL
Kenneth Laks
Citrin Cooperman
Anthony Citrolo of The NYBB Group/The Exit Strategy Lab is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
BC
Brian Califano
AcceleratingCFO LLC
LD
Luis de La Prida
The NYBB Group
MK
Mark Kravietz
Aline Wealth
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning