XPX CT: Wealth Management Planning

Wealth Management Planning – How much do I really need?      

Click here for the Case Study.

Sponsored by AB Bernstein, the November 20th breakfast meeting features a team that will take the XPX case and exemplify a range of wealth planning techniques helping answer the question: How much do I really need?

Team
Joe Pucci, Principal Financial Advisor, AB Bernstein
Jennifer Couturier, Wealth Planning Specialist, AB Bernstein
Richard Weaver, National Director, AB Bernstein 


Investment
XPX CT Members in good standing are free.
Non-members early-bird through 11/18: $60
After 11/18: $75

REGISTER NOW