XPX Charlotte: 2025 M&A, Tax & Legislative Update
Details
Date & Time
Wed, Feb 19th , 2025 ⋅ 3:30pm - 5:00pm (EDT)
Location
Capital Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
Tickets
Charlotte Members
$0.00
Guests
Registrants
43
people attended
PW
DK
RP
+38
A panel of legal and accounting members will update the membership on updates for the year ahead.
And, as usual, we will continue the community building via our social hour immediately following the event.
Panelists:
Ann Marie Williams
Executive Director
Banker
JP Morgan Private Bank
Ronald ‘Jim’ Benedict
Senior Vice President
Senior Wealth Strategist
PNC Private Bank Hawthorn
Jeff Cline
CPA
BGW CPA
Shawn Garrett
Founding Attorney
Garrett, PLLC
Agenda:
3:30 Social and Check-In
4:00 pm – 5:00 pm Programming
Educational Event Pricing:
No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes.(Member referral is required- members (not guest) must email angie@exitplanningexchange.com to register their guest).
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