Jan
21
XPX Charlotte: Translating Tax & Regulatory Changes into Client Conversations
Details
An interactive update with actionable tax takeaways you can immediately use in client conversations. We will collaborate in small groups to turn complex updates into client-ready insights.
The update will include the top 5 things you should know to share with your clients regarding
And, as usual, we will continue the community building via our social hour immediately following the event.
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).