XPX Stories Gerald Chertavian Chapter 2: Transfer of Wealth

Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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After the software business sold, Chertavian listened to valuable advise from his father and father-in-law; he took several months to plan his next step, considering his recently acquired wealth and relative youth. At age 35, he was encouraged by his father and father-in-law to be smart about his next choices and wealth planning. Once his plan for Year Up solidified, he “announced it to the world” and has never looked back. Gerald offers potent advise about how to find and live out your passion.

Updated: October 13th, 2021

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