03
Dec
XPX Long Island: Neuroscience of Family Business (In-Person Meeting)
December
03
Friday

Event Information

Date & Time

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

Location

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

Status

Registration Open

Price

First Time Guest $0.00
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

Bob Arnold of Arnold Standard Cos. is a member of XPX
Bob Arnold
Arnold Standard Cos.
Tom Attivissimo of Greiner Maltz Co of Long Island is a member of XPX Long Island
Tom Attivissimo
Greiner Maltz Co of Long Island
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey L Bass
Executive Strategies Group LLC
Jill Braunstein
Moritt Hock & Hamroff LLP
Andy Crofton
Klingstein Fields Advisors
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen K Davis
Safe Harbor Asset Management
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Long Island
Terence Hannafin
Carter Morse & Goodrich
Diana Hopkins of BDO USA LLP is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
Diane Johnston of Bernstein is a member of XPX Tri-State
Diane Johnston
Bernstein
Elaina Kilfoyle
BDO
Kenneth B Laks
Citrin Cooperman
Peter Manzi
Patrick McCloskey
McCloskey Law PLLC
Natalie McVeigh
Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory – Outsourced CFOs and Advisors
Gary Occhipinti of Capital One Bank is a member of XPX Long Island
Gary J Occhipinti
Capital One Bank
Dennis O’Rourke
Moritt Hock & Hamroff LLP
Nkrumah Pierre of EisnerAmper is a member of XPX Long Island.
Nkrumah Pierre
EisnerAmper
Roy Ryniker of Reorganization Alternatives Group. Ltd. is a member of XPX Long Island.
Roy Ryniker
Reorganization Alternatives Group. Ltd.
Nick Sciortino
Carter More Goodrich
Daniel Shulman
BNY Mellon Wealth Management

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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