XPX Hawaii (XPX HI): Exiting your Business: The Transaction of a Lifetime

Please join us for the next Exit Planning Exchange of Hawaii (XPX HI) event. XPX HI is a network of trusted advisors to privately-held businesses. We are building a strong, collaborative local business ecosystem that views exit planning as a holistic exercise along the entire life of a private business. Come join our diverse membership of professional advisors as we help clients build business value, transfer ownership and create a legacy of success in their lives and their communities. Our guest speaker for the event is Geal Talbert from Morgan Stanley Honolulu.

Who should attend? Professionals interested in helping business owners grow and maximize the value of their business.

Our Speaker:

Geal Fukumoto Talbert, CFP®, CLU®, CEPA®
Senior Vice President | Financial Advisor
Morgan Stanley

Geal is a Certified Financial Planner, Certified Exit Planning Advisor, Chartered Life Underwriter, is Series 7 and 63 licensed, a real estate investor and teacher. She enjoys finding strategies to help manage taxes and simplify technical issues to understandable morsels.

Geal offers a planning-based perspective built around clients' goals, dreams and wishes. She takes the time to understand who and what is most important to you, and builds comprehensive, meticulous financial plans while integrating exit and succession strategies. She works with your other advisors to best support your goals prior to and long after any transitional events.

Event Pricing:

Members: Free but online registration is required for food ordering.  Please be sure to pre-register.  

Non-members: $25.00

Lunch and refreshments will be provided.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.