Financial planning

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Bill McDermott of The Profitability Coach is a member of XPX Atlanta
The Profitability Coach 6 months ago

These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with these for…

David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
UBS 7 months ago

A client recently sold his business and was looking for options to address a large capital gain as a result of the sale. We presented a number of solutions with support from his other advisors. One of the options we are implementing includes an investment in a Qualified Opportunity Zone (QOZ). Opportunity Zones were born…

Dominick Wallace of Wallace Capital Funding, LLC is a member of XPX Atlanta
Wallace Capital Funding, LLC 8 months ago

Wallace Capital Funding, LLC’s Business Funding Analysis gives undercapitalized businesses a chance for success What’s one thing you like to do backwards? Maybe it’s putting your socks on first or eating dessert before dinner. Well, for one Wallace Capital Funding, LLC client, doing things backwards almost led their company to bankruptcy. An hour before their…

Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida
UBS Financial Services Inc. 10 months ago

The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service. Today we are excited to announce our expanded team, SageView Partners. Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 1 year ago

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…

Angela Rehkop of Financial Care Providers is a member of XPX Atlanta
Financial Care Providers 1 year ago

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…

Cheryl Centeno of XPX Global is a member of XPX
XPX Global 1 year ago

There is a lot of uncertainty in the world today, which makes it even more important to maintain financial focus and set up your future self for success. Christen Plotkin, Financial Advisor at UBS Financial Services Inc, will share what it means to have financial focus as an emerging professional. She’ll highlight distractions you should…

Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Imperial Advisory - Fractional CFOs and Advisors 1 year ago

Happy to announce that Imperial Advisory has been named Best Business Consultant by Long Island Business News! Thank you to everyone that voted for us. Proud to have been a part of this amazing achievement that was made possible by the great team of Fractional CFOs that we have. If you or anyone you know…

Exit Planning Exchange 1 year ago

Program produced by XPX Atlanta. Personal Financial and Estate Planning Prior to Selling Our “owner” Sam McGraw’s marital harmony has just tanked upon confessing the business is not going to net what he and his wife “need” for retirement. Enter the personal wealth and estate planning gurus to collaborate and explore financial realities and realistic…

Exit Planning Exchange 1 year ago

Owner Readiness vs. business Readiness Do you know what it means to “get ready” as an owner? And how is getting your business ready for exit different from getting yourself ready? Julie will help you understand the distinctions between these two types of “readiness” and explain why both are critical to a successful business exit…

Exit Planning Exchange 1 year ago

Program produced by XPX Chicago. Retirement Readiness  2020 was exceptionally volatile for the investment markets. With little warning, we were thrown into a global health pandemic, bringing global economies to a standstill. As a result, the markets went from all-time highs into bear market territory in record time, with segments of the markets losing 30-40%…

Exit Planning Exchange 2 years ago

Program produced by XPX Maryland.  Retirement Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise. Speakers:   Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and…

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Cheryl Centeno of XPX Global is a member of XPX
XPX Global 2 days ago

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 3 days ago

Date: December 2, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here to Get a Free Ticket: Peter Desberg and Jeffey Davis A clinical psychologist and writer/producer share secrets to overcoming presentation anxiety and crafting the perfect “award-winning” pitch – no matter what industry you work in! From impromptu elevator pitches to…

Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia
Stress Free Family Business 1 week ago

  Date: November 22, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click Here Zoom Link: Neil Malhotra Social innovation and social entrepreneurship are rising forces. As the extent of the world’s systemic challenges becomes clear—from climate change to income inequality to food security to healthcare and beyond—more and more of the best…

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