XPX Charlotte: Workshop: Why and How to advocate for early and intentional exit planning. (Members Only)

Registration will open 45 days before the event date.

The objective of this workshop is to go beyond the words of the mission statement. To collaboratively discuss why this is important and how, as a community, to best support and facilitate all of us to initiate these conversations with our owner clients. Let's collaboratively identify what supporting materials are needed and what to do next when owners express interest in learning more and starting the planning process.

And, as usual, we will continue the community building via our social hour immediately following the event.

Our Speakers:

Tom Bixby

Michael Stier

Educational Event Pricing:

(Member referral is required- members (not guest) must email angie@exitplanningexchange.com to register their guest).