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  • Exit Planning Exchange
Exit Planning Exchange
Oct
22

XPX San Antonio - Unleashing Longevity: Age is inevitable, but decline is optional

Details

Date & Time

Tue, Oct 22nd, 2024 ⋅ 7:30am - 9:00am (CDT)

Location

Petroleum Club, 8620 N. New Braunfels, 7th Floor, San Antonio, TX 78217

Tickets

Non-Members
$50.00
Non-Members Same Day/Walk-In Fee
$60.00
San Antonio Firm Level EMPLOYEE - Limit is ONE EMPLOYEE GUEST ONLY
$25.00
San Antonio Firm Level EMPLOYEE - Limit is ONE EMPLOYEE GUEST ONLY - SAME DAY/WALK-IN FEE
$35.00
San Antonio Firm Level Member
$25.00
San Antonio Firm Level Members SAME DAY/WALK-IN FEE
$35.00
San Antonio Members
$25.00
San Antonio Members Same Day/Walk-In Fee
$35.00
Guests

Registrants

25 people attended

As business leaders and professional service providers guiding clients through the critical phase of business exit, the question arises: what comes next? For many, the exit is just the beginning of a new chapter that demands not only financial security but also a plan for lasting health and fulfillment.

Jessica Pierce, an expert in proactive health and lifestyle strategies, will share how to take control of your future well-being—empowering you and your clients to create a life of energy, purpose, and longevity post-exit. Contrary to popular belief, longevity is not merely a matter of genetics or luck. Jessica will reveal how simple, affordable health screenings can identify risks long before they manifest, allowing for strategic lifestyle adjustments that prevent illness and enhance vitality.

In this session, you'll learn how to use this data to help craft a post-exit life that goes beyond wealth to include health, energy, and purpose. By incorporating these sustainable habits today, business owners can step into their next chapter feeling vibrant, focused, and ready to enjoy the fruits of their hard-earned success.

Don’t just plan for financial independence—plan for a thriving life post-exit.

Our Speaker:


Jessica Pierce,
a former U.S. intelligence officer, applies over two decades of expertise in analyzing complex networks to optimizing human health. She specializes in helping high-performing CEOs and executives identify health risks, prevent decline, and enhance longevity. As a board-certified health coach (NBHWC) and Functional Diagnostic Nutrition Practitioner (FDN-P), Jessica uses a data-driven, root-cause approach to empower clients to live longer, healthier lives. A North Carolina native with degrees from UNC-Chapel Hill and Columbia University, she enjoys time with her daughter, her rescue dogs, and advocating for San Antonio’s homeless animals.

Registration Fees:

XPX San Antonio Members: $25.00
San Antonio Members Walk-in/Same Day Registration: $35.00 

XPX San Antonio Firm Level Members: $25.00
San Antonio Firm Level Members Walk-in/Same Day Registration: $35.00

Other XPX Chapter Members: $40.00
Other XPX Chapter Members Walk-in/Same Day Registration: $50.00

Non-Members: $50.00
Non-Members Walk-in/Same Day Registration: $60.00

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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
DG
David Gray
United Texas Credit Union
Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio
Angel Salinas
Sandler Training San Antonio
Gerald (Jerry) Brown of RSI & Associates, Inc. is a member of XPX San Antonio
Gerald (jerry) Brown
RSI & Associates, Inc.
BO
Brad Oxford
Clark Hill
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
DH
David Hillner
Private Wealth Asset Management
RW
Rachael Wyatt
Venturi Private Wealth
AL
Asel Lindsey
Dykema
JG
Jamie Gutierrez
PlainsCapital Bank
MG
Mark Goldman
4610 Enterprises
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
JP
Jessica Pierce
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
VH
Victoria Herrera
Herrera CPA
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
David Spellman
JC
Jill Carpenter
Jefferson Bank
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
SM
Shelley Mann
Strategic Sales Advisors LLC
TC
Tom Cuthbert
Sandler San Antonio
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk Francis
Financial Life Advisors
CR
Daryl Hunter
Insperity
RS
Rick Soat
BDO
Rob Rodriguez, CCIM, MBA of Verde Commercial Real Estate Group LLC is a member of XPX San Antonio
Rob Mba Ccim Rodriguez
Verde Commercial Real Estate Group LLC