XPX DC Metro: Philanthropic Planning for Business Owners

Business owners have a huge impact on society simply by running their business. But many desire to have a larger impact on their local communities, the disadvantaged and society as a whole; and robust philanthropic planning can enable even more impact. Both before and after sale of a business, employing tax-advantaged strategies can enable charitable investment to go much further. Please join us as Kwesi Robotham, Managing Director of Kingstowne Advisors continues our case study and shares how he would guide John and Mary (or any business owner) to help them meet their charitable goals.

We look forward to seeing you!

Our Speaker:

Kwesi Robotham
Founder
Kingstowne Advisors

Kwesi Robotham is the founder of Kingstowne Advisors, a firm which provides family office infrastructure to High Net Worth Individuals at a fraction of the cost of traditional family offices. In addition, he is an investor in other finance and technology services companies.

Agenda:

8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day/Walk-in Fee - $60.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC 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.