XPX Charlotte: Estate Planning for Different Size Estates (Members Only + Invited Guests)
Details
Date & Time
Tue, Nov 14th , 2023 ⋅ 3:30pm - 5:00pm (EDT)
Location
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
Tickets
Charlotte Members
$0.00
Guests
Registrants
30
people attended
MG
+25
We will discuss common estate planning strategies for estates of different net worth and the value of starting a business owner’s estate planning well in advance of a liquidity event.
Agenda:
3:30 Social and Check-In
4:00 pm – 5:00 pm Programming
Our Speakers:
Ann Marie Williams
Executive Director
JP Morgan Private Bank
Jim Benedict
Senior VP
PNC Private Bank
Erika Erlenbach
Attorney
Ascension Law
Educational Event Pricing:
(Member referral is required- members must email angie@exitplanningexchange.com to sign up their guest).
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