May
14
XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities
Date & Time
Wed, May 14th , 2025 ⋅ 8:00am - 10:00am (EDT)
Location
The Patterson Club 1118 Cross Hwy Fairfield, CT
Status
Registration Open
Tickets
(1) CT & Tri-State Chapter Members
$0.00
(2) EPC Members
$0.00
(3) Non-Members Early Bird (through 5/7)
$75.00
(4) XPX Network Chapter Members Early Bird (through 5/7)
$65.00
(5) Non-Members Regular Fee
$90.00
(6) XPX Network Chapter Members Regular Fee
$75.00
(7) Non-Members Onsite/Same Day
$100.00
(8) XPX Network Chapter Members Onsite/Same Day
$85.00
Guests
Registrants
48
people are going
JP
BF
NC
+43
At this joint event held with the Estate Planning Council of Lower Fairfield County, our panel of experts will discuss how to support a business owner through the planning stages of a potential business sale or transition to the next generation. All with the ultimate goal of maximizing the impact to achieve their overall and personal goals.
Our Speakers:
Jonathan L. Canestri
UKS
Chris Michelsen
Strategic Family Capital
AGENDA:
8:00 – 8:30 Breakfast
8:30 – 9:30 Program
9:30 – 10:00 Networking
Registration Fees:
XPX CT & Tri-State Members – FREE
EPC Members- FREE- Promo Code Required.
Contact your local Estate Planning Council Administrator go get your code.
Non-members:
$75.00 Early Bird (through 5/7)
$90.00 Regular Fee
$100.00 Onsite/Same Day
XPX Network Chapter Members:
$65.00 Early Bird (through 5/7)
$75.00 Regular Fee
$85.00 Onsite/Same Day
Includes breakfast.
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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