Case Study: Retirement & Estate Planning/Personal Wealth Risk Mitigation

Cheryl Centeno of XPX Global is a member of XPX

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This is the 4th in the case study series, built around the individuals found in the Charlotte case study.

This event will focus on Retirement & Estate Planning / Personal Wealth Risk Mitigation for the principal owners.

CLICK HERE TO DOWNLOAD THE CASE STUDY FOR THE EVENT.

Meet our Speakers:

Jim Benedict, CPA, CFP®, CEPA®
SVP – Senior Wealth Strategist, PNC Wealth Management
XPX Charlotte Events Committee

Andrew Kittelson
Senior Vice President – UBS Financial Services
XPX Charlotte Founder & Sponsorship Chair, Events Committee

Ann Marie Williams, JD, CPA/PFS
Executive Director, JP Morgan Private Bank
XPX Charlotte Events Committee

Ann Marie Williams is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Charlotte, North Carolina. She provides banking, investing, estate planning and philanthropic advice to the region’s wealthy families, corporate executives and accomplished entrepreneurs. Ann Marie earned a J.D. from Western Michigan University’s Thomas M. Cooley Law School. She also received an M.S. in Professional Accountancy from Walsh College and a B.S. in Accounting from Michigan State University.

Updated: October 25th, 2021

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