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  • Exit Planning Exchange
Exit Planning Exchange
Jan
18

XPX Philadelphia: Why We Need to Talk to Owners About What Comes Next

Details

Date & Time

Wed, Jan 18th, 2023 ⋅ 7:30am - 9:00am (EDT)

Location

The Offices of Offit Kurman 1801 Market St #2300, Philadelphia

Tickets

Non-members
$75.00
Non-members Same Day/Walk-In Fee
$85.00
Other XPX Chapter Members
$55.00
Other XPX Chapter Members Walk-In/Same Day Fee
$65.00
Philadelphia Members
$0.00
Philadelphia Sponsor
$0.00
Guests

Registrants

20 people attended
JK
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
+15

Researchers say people ages 55-75 are in a new stage of human life-- beyond middle age, but before old age. Many 65-year-olds can expect another 10-15 healthy and potentially productive years. Even while colliding with Covid and ageism, this “longevity revolution" is quietly reshaping society. What does this mean for exit planning?

Our Speaker:


Judith Kurnick

Kurnich Coaching LLC

Second Act Coach, speaker, and writer Judith Kurnick guides lawyers, executives, and business owners in escaping the corporate life and designing a next chapter that promotes fresh purpose, continued relevance, and improved well-being. In this presentation, she will share the latest research and her observations from helping high achievers create their personal “renaissance.”

Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes. Join our membership today and enjoy the benefits!

Other XPX Chapter Members: $55.00
Other XPX Chapter Members Same Day/Walk-In Fee: $65.00

Non-Members: $75.00
Non-Members Same Day/Walk-In Fee:: $85.00

Registration covers light breakfast & coffee

First Time Guest:  Complimentary pass to a first XPX event.  XPX Philadelphia member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes. 



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JK
Judith Kurnick
Kurnich Coaching LLC
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb Fineburg
Offit Kurman, P.A.
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Lauren O'Leary of Chiron Financial LLC is a member of XPX Philadelphia
Lauren O'Leary
Chiron Financial LLC
DB
Doug Bloom
DAB VENTURES, INC.
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
Tom P of . is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
FM
Frank Marcucci Jr
Corporate Valuation Advisors, Inc.
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
OB
Omar Brown
Young America Capital
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
AF
Andrew Flogel
JP Morgan Private Bank
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Christine Trumbull of Pinnacle Exit Group is a member of XPX Philadelphia
Christine Trumbull
Pinnacle Exit Group
Steven Zelac of Young America Capital is a member of XPX Philadelphia
Steven Zelac
Young America Capital
Rocco Perate of Meridian Bank is a member of XPX Philadelphia
Rocco Perate
Meridian Bank
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank