XPX CT: Fairfield & Hartford Chapters: What do you do with the money? Making the Transition from Business Owner to Wealth Owner

The sale of a business is usually the single largest financial transaction a business owner will make. Planning for this significant liquidity event ideally starts before the exit, and managing the wealth continues long after the close – sometimes for generations. This shift from business owner to wealth owner can find the owner unprepared – unless they have a qualified advisory team in place to guide them for the journey ahead. Please join us as two wealth managers and a trust and estates attorney discuss:

• What are the owner’s key questions and concerns?
• What are the important decisions they need to make?
• When is the right time to involve the financial planning and estate planning
• advisors?
• What are some examples of intelligent and thoughtful planning?
• How does the current state of the markets impact decisions?

Meet Our Speakers:

Vanessa L. Maczko, Wiggin and Dana

David J. Fasi, UBS Financial Services

Gail M. Harris, Wealthspire Advisors

Registration Fees:

XPX CT & Tri-State Level Members: FREW

$50.00 Non-Members & Other Chapter Members (through 6/21/22)
$75 Non-Members & Other Chapter Members Regular Fee

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.