XPX Charlotte: Translating Tax & Regulatory Changes into Client Conversations (Members Only)
Details
Date & Time
Wed, Jan 21st , 2026 â‹… 3:00pm - 5:00pm (EDT)
Location
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
Tickets
Charlotte Members
$0.00
Guests
Registrants
47
people attended
MP
PS
+42
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 tax changes.
And, as usual, we will continue the community building via our social hour immediately following the event.
Facilitator:
Craig Danforth
Private Wealth Advisor
Regions Bank
Panelists:
Ann Marie Williams
Attorney & Accountant
Williams Advisory
Brandy Milazzo
Attorney
Summit Law
Jeff Cline
Accountant
BGW
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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