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EVENT DETAILS

XPX Tri-State: Hartford Case Introduction

  • September 20, 2017
  • 8:00 AM - 10:00 AM
  • The Hartford Club, 46 Prospect St, Hartford, CT

Registration

  • Applies to a first time attendee to one XPX Event. XPX Member Referral Required.
Case Introduction/Identifying the Core Issues


Welcome to the 2017-2018 Exit Planning Exchange season!

We will introduce our new case study at the September meeting, focused on strategies for a business owned by two brothers with different skills, goals and needs. Throughout the year, we will focus on the brothers’ issues from the perspective of their various advisors, including specialists in family dynamics, wealth management, valuations, management consulting, estate planning, investment banking, lawyers and accountants. The September program will set the stage for some intriguing programs throughout the year. We will focus on the core issues facing the business in September.

You will find the program dates and planned topics for the coming year, along with the case study, by following this link:

Click here for the Case Study.

While we hope you will attend the entire series of our meetings, you are welcome to come to any of these events without missing a beat. We hope that you will learn something new at each meeting, whether or not you have participated in prior sessions. 

We look forward to seeing you soon!


Steven Pappas
Touchstone Advisors LLC
XPX CT Hartford Chapter President
spappas@touchstoneadvisors.com
860-669-2246

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