Presentation to Fairfield County Exit Planning Exchange

I’m excited to be presenting to the XPX (Exit Planning Exchange) Fairfield County Chapter with Carolyn Beers on “Transitioning to Insiders: Family Business Planning and Continuity”. Join us on Friday, April 12, 7:30-9:30 in Norwalk for practical ideas for advisors and their clients.

https://exitplanningexchange.com/fairfield-county/events


Posted in Dovetail News, Monday, April 8th, 2019