XPX CT Hartford: (In-Person) - Effective Risk Management for Owners and their Key Employees

Did you know 50% of all business owners will suffer from at least one of the 5 D’s: Death, Disability, Distress, Divorce, and Disagreement among partners? The consequences often lead to a sale of the business with a broad range of outcomes depending on the up-front planning put in place.

For every business owner, there will come a day when their business changes hands. While we all hope and intend for it to be done on our terms and timeline, the fact of the matter is that is likely not the case.

Join us as we learn effective strategies for business owners on how to manage critical risks for their family, business and key employees – both now and after a transition.

Our Speakers:

Jeff Giantonio
AIF®, CRPC®
Plan Consultant & Advisor
Smith Brothers

Jeff has been providing guidance and expertise in the financial services industry for over 20 years. His focus is working with small- to medium-sized businesses to implement and maintain strategies to protect and grow the business.

His areas of expertise are Retirement Plans, Define Benefits Plans, Deferred Compensation, Executive Benefits, Retention & Attracting Key Employees and Succession & Exit Planning.

Jeff and his team work in collaboration with their clients’ other advisors, allowing for more efficient and successful outcomes. The team also works to educate owners and employees on the complexities of their compensation packages and retirement plan benefits.

Paul Funk
Executive Vice President
Alliant

A proven leader in the insurance space, with over 30 years experience, Paul has the relationships and technical expertise to manage the needs of affluent individuals and families who require sophisticated insurance solutions.

He works closely with businesses, single family offices, family enterprises, and individuals to manage risk and protect assets and legacy. Delivering a broad array of solutions that mitigate risks stemming from personal, business, directorships, estate planning, direct investments, non-profit/foundations, and lifestyle exposures.

Paul frequently works with wealth managers, lawyers, and accountants to help provide a more holistic private client experience.

AGENDA:

8:00 – 8:30 am Registration & Networking
8:30 – 9:30 am Main Program
9:30 am – Conclusion & Networking

Registration Fees:

Connecticut & Tri-State Members in good standing - $0.00, so join today!

Non-members Early Bird (through 4/24) – $75.00
Non-members Regular Fee – $90.00 
Non-members Same Day/Walk-in Fee – $100.00

Other XPX Chapter Members Early Bird (through 4/24)– $55.00
Other XPX Chapter Members Regular Fee: $75.00
Other XPX Chapter Members Same Day/Walk-in: $90.00

Breakfast is included.

BRING A FIRST TIME GUEST TO XPX!

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

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.