US Member:
Please join this virtual monthly event. 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 – Senior Wealth Strategist, PNC Wealth Management XPX Charlotte Events Committee
Andrew Kittelson Senior Vice President – UBS Financial Services XPX Charlotte Founder & Sponsorship Chair, Events Committee
Ann Marie Williams, JD, CPA/PFS Executive Director, JP Morgan Private Bank XPX Charlotte Events Committee
Ann Marie Williams is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Charlotte, North Carolina. She provides banking, investing, estate planning and philanthropic advice to the region’s wealthy families, corporate executives and accomplished entrepreneurs. Ann Marie earned a J.D. from Western Michigan University’s Thomas M. Cooley Law School. She also received an M.S. in Professional Accountancy from Walsh College and a B.S. in Accounting from Michigan State University.
Virtual Event Pricing:
There is no charge for this event, but registration is required. Open to all XPX Charlotte members, and first time guest(s) invited by members of XPX Charlotte. Member must contact Angie Ellis at angie@exitplanningexchange.com to sign up their guest(s). Connection details sent upon registration.
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