Jun
10
XPX Cleveland - Be Prepared: Financial and Tax Planning for Liquidity Events
Details
Date & Time
Tue, Jun 10th , 2025 â‹… 4:00pm - 6:30pm (EDT)
Location
The Union Club of Cleveland | 1211 Euclid Ave, Cleveland, OH 44115
Tickets
Cleveland Members
$75.00
Cleveland Members Same Day
$85.00
Non-Members
$85.00
Non-Members Same Day
$95.00
Guests
Registrants
43
people attended
JS
TR
SR
CM
GL
+38
The event program will provide a case study of a business owner named Charlie and reviewing financial and tax planning for liquidity events.
Moderator:
Satricia Rice
Executive Managing Director, Head of Private Client Services
Clearstead
Panelists:
Caitlin Monahan
Managing Director
Clearstead
Greg Lonczak
Senior Managing Director
Clearstead
Brian Krusz
Chief Growth & Development Officer of Sgt.
Clean Car Wash
Registration Fee:
XPX Cleveland Members Regular Fee $75.00
XPX Cleveland Members Same Day Registration/Walk-In Fee $85.00
XPX Cleveland Annual Sponsor: $0.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00
Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.
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