Nov
19
XPX Charlotte: Ensuring personal success after exit (Members Only)
Details
Date & Time
Wed, Nov 19th , 2025 â‹… 3:00pm - 5:00pm (EDT)
Location
Consolidated Planning | 6115 Park South Drive | Suite 200 | Charlotte, NC 28210
Tickets
Charlotte Members
$0.00
Guests
Registrants
35
people attended
MB
BS
+30
This event will focus on the legacy, financial, and personal planning for owners. Please bring your insights on this important topic.
And, as usual, we will continue the community building via our social hour immediately following the event.
Our Speakers:
Seth Wheeler, CEPA
Halcyon Wealth Strategies
Jerome Myers, CEPA, MBA
Exit to Excellence
Wesley Howell, JD
Howell Law, PLLC
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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MB
Matt Bowles
WF
Winston Felker
TS