The Legal Perspectives of Succession Planning
- Buy-Sell Agreements
- Operating Agreements
- Estate Planning
- M&A Attorney
- Labor/ERISA attorney
- IP/Patent attorney
- Estate/Tax planning attorney
Why Join Us?
- Get insights into what is really happening on the ground and what the experts are preparing for in advising clients.
- Meet and truly engage with a broad range of professionals.
- Identify resources and pathways to help your clients.
- Enjoy a half hour of open networking (11:00 AM – 11:30 AM)
- Gain an appreciation of the power of the XPX Advisor Principles!
Moderator:
Anthony Chen, ChFC, CEPA, CLU
Investment Adviser Representative
Lighthouse Financial Network, LLC
Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Having moved to Georgia in March, 2019, from New York City. He now considers Georgia his new home with his wife. His philosophy towards running his practice is helping put meaning and purpose behind the dollars and cents for his clients. Beyond being the “financial GPS” for his clients, he also runs a Podcast called “Family Business Radio”. A show that highlights the origin stories of family businesses and the advisors who help them. His hobbies revolve around running, reading, and trying to practice what he preaches about living a purposeful life.
Our Speakers:
Roxann Smithers
Founder and Managing Member
Smithers Law Group, LLC
Roxann Smithers is a Founder and Managing Member of Smithers Law Group, LLC. Roxann has a passion for working with entrepreneurs and small business owners. Roxann’s practice includes commercial litigation, corporate law, construction, contract review/negotiation, and general counsel services, in various state/federal jurisdictions. A Super Lawyers Magazine 2012, 2014-2016 Georgia Rising Star, Roxann Smithers and SLG team with the Access to Capital for Entrepreneurs, SBA, Emory Start:ME and Club E Atlanta to educate entrepreneurs. Finally, Roxann is a registered mediator focusing on business disputes.
Rob Swartwood
Managing Member and Business Lawyer
Consilium
Rob is a corporate and mergers acquisitions attorney, and the managing member of Consilium, a boutique corporate / M&A law firm headquartered in Atlanta. Rob is a deal expert, and he leverages over 20 years of experience helping business owners exit with optimal value, on their terms, without regret. Rob’s background is with large international law firms representing strategic and financial acquirers throughout the country.
Christopher Steele
Partner
MendenFreiman, LLP
Christopher Steele is a partner in MendenFreiman’s estate planning, tax planning, estate administration, and business law practice areas. He serves as a trusted advisor to individuals, families and business owners alike, taking pride in building strong relationships with financial advisors, accounting firms and family offices to ensure clients receive a comprehensive approach to their planning. His clients generally include families, high-net-worth individuals, entrepreneurs, and their closely held businesses and estates.
AGENDA:
11:00 AM – 11:30 AM EDT Check-in registration/mingling
11:30 AM – 1:00 PM EDT Event Program
Registration Fees:
Atlanta Members - $35.00
Atlanta Members Same Day Registration Fee - $45.00
Atlanta Sponsor $0.00
Sponsor Guest $0.00
Drawing winner $0.00
Non-Member $50.00
Non-Member Same Day Registration Fee - $60.00
Other Chapter XPX Member - $40.00
Other Chapter XPX Member Same Day Registration Fee - $50.00
TiE Member: $40.00
TiE Member Same Day Registration Fee: $50.00
TiE Board Member: $0.00 (Limit two per month)
Guests may self-park or valet, either way it is included in the fee.
Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.
Other upcoming events, click on the link below for information and to sign up.
