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  • Exit Planning Exchange
Exit Planning Exchange
May
23

XPX Philadelphia Bucks & Montgomery County Meeting - Cover Your Assets: Insurance Before and After a Sale

Details

Date & Time

Thu, May 23rd, 2024 ⋅ 7:45am - 9:15am (EDT)

Location

Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street.

Tickets

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

Registrants

21 people attended
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
DB
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
+16

Our case study journey continues as we discuss insurance needs and issues that come up during due diligence and after a sale.

Our Speakers:


Stephen C. Target

CLU, ChFC, AEP
Managing Partner
Newton One, LLC


Tim Filewicz

Vice President and Producer
Lockton Companies


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 Walk-In/Same Day Fee: $65.00

Non-members: $75.00
Same Day/Walk-In: $85.00

Registration includes bagels & coffee.


MEMBER BENEFIT - BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia members are encouraged to bring a first-time guest (FREE) for this event. Members (NOT GUEST), can contact angie@exitplanningexchange.com to register your 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.


Thank you to our Venue Host: 
Antheil Maslow & MacMinn


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
DB
Doug Bloom
DAB VENTURES, INC.
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Mark Carlton of Compass Point is a member of XPX Philadelphia
Mark Carlton
Compass Point
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
EL
Evan Linhardt
Alliance Bernstein
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
TF
Timothy Filewicz
Lockton Companies
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Independent Life insurance
MS
Mitchell Sherman
B2B CFO
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
LV
Liz Vibber
Bee Bergvall & Co CPA's
IK
Ian Koteles
DIETRICH|ANNUA
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
TE
Terry Ellis
StrateZone, Inc.
CH
Caleb Hoppes