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Cheryl Centeno of XPX Global is a member of XPX

Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

Date: September 17, 2021 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Questions: Chat Platform: Zoomcast Link to Free Ticket: Meet Best Seller Richard Steel author of “Elevated Economics: How Conscious Consumers Will Fuel the Future of Business” Consumers and investors have innovated their game. Now you as a leader must innovate with them or face the consequences….

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Cheryl Centeno of XPX Global is a member of XPX

There are potential changes to the tax code on the horizon. This lunch and learn will address certain tax planning strategies that we should be considering for our respective clients. With year-end approaching, what actions should we be taking now? We are excited to have tax professionals from KRD CPAs and Sassetti leading the discussion…

Cheryl Centeno of XPX Global is a member of XPX

When companies start the exit process, people inside and outside the company can get worried about their jobs and their futures. Join us as XPX members Erin Spencer and Alicia Parr show us how building trust among team members helps make the exit process more productive and profitable for all. Our Speakers: Erin SpencerFounderEdgeBrook Lane…

Angela Rehkop of Financial Care Providers is a member of XPX Atlanta

2021 Five Star Wealth Manager Program I credit 10 years of Five Star Wealth Manager Awards to my loyal clients and my dedicated business colleagues.  Your continued business and considerate referrals have allowed me to provide the highest quality financial planning experience and tend to the wealth and well-being of my clients. Would you like…

Oct. 21, 2021

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