XPX Hartford CT: Nailing the Exit: What happens after the deal?

Join us for an engaging discussion at the next Exit Planning Exchange (XPX) meeting, where our panel of experts will delve into the intricacies of successfully navigating life after a business exit. Titled "Nailing the Exit: What Happens for the Client After the Deal is Done," this session will provide invaluable insights into wealth management, tax implications, estate planning, legal considerations, healthcare, and lifestyle adjustments post-exit.

Our panelists will share their expertise and discuss proactive strategies to ensure a seamless transition and long-term financial security. Whether you're a business owner planning your exit strategy or a professional advisor looking to expand your knowledge, this event is not to be missed.

Come prepared to ask questions, engage with our panelists, and gain practical insights that you can apply to your own exit planning journey. Join us for an informative and thought-provoking session that will empower you to nail the exit and thrive beyond the deal.

Moderator:

Deborah Agrafojo
Touchstone Advisors

Panel:

Andrea Harrington
FML CPA

Carlos Salmon
Wooster Square Advisors

Alfred R. Casella
Murtha Cullina

Agenda:

8:00 – 8:30 Registration & Networking
8:30 – 9:45 Main Program
9:45 – Program conclusion and networking

Registration Fees:

Non-members:
$75.00 Early Bird (through 5/26)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird (through 5/26)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.