XPX Chicago - Case Study and Discussion: Owner Wealth

When
August 24, 2017
7:30 AM - 9:00 AM (CDT)
Location
Chicago Cut Steakhouse - 300 N LaSalle St., Chicago, IL
Registered
29 registrants

Registration

Board/Committee Chair or Vice-Chair
Please contact angie@exitplanningexchange.com to get the code.
First Time Guest
This offer applies to first time guests who haven't attended an XPX meeting. Please email angie@exitplanningexchange.com so she can register you.
Launch Sponsors
The code applies to ONE individual Launch sponsor. Please contact angie@exitplanningexchange.com to get the code.
Non-Members – $60.00
Speaker
XPX Members – $30.00
APPLIES TO PAID MEMBERSHIP ONLY. Launch Members who haven't converted will need to pay the non-member fee.

In continuing our Case Study strategic assessment and solutions approach to Hi-Tech company’s challenges and opportunities, (a link to the Case Study can be found below) our topic for this month’s meetings is:

Owner Wealth:

What issues should the owners be dealing with?
What is the best way to deal with multiple owners with potentially different personal goals and priorities?
What planning process should owners undertake?
What suggestions should the owners consider?
What role does company retirement plans and insurance have in the planning?

Panel: Financial Planners, Estate Planners and Insurance Professionals.

Mike Karmin (investments), Strategic Wealth Partners
Ryan Walsh (legal/estate planning), Hamilton Thies & Lorch LLP
Clint Costa (legal/estate planning), Duggan Bertsch, LLC
David Hunt (investments), Bernstein Private Wealth Management
Curt Matlin (investments/insurance), Matlin Financial Services

Please print the Case Study, read it, and bring a copy to our meeting.

Thank You to Our Meeting Sponsor!