XPX National Calendar
This calendar includes all XPX- Exit Planning Exchange meetings at all Chapters including panel discussions, workshops, seminars and networking events. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!
XPX Events
National Calendar
This calendar includes all XPX- Exit Planning Exchange meetings at all Chapters including panel discussions, workshops, seminars and networking events. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!
Contact & Connect
13
Oct
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
13
Oct
Tue ⋅ 11:00am - 12:00pm (EDT)
Virtual at 11 AM ET - we'll send the Zoom link once you register
21
Oct
Wed ⋅ 11:30am - 1:00pm (HST)
Accuity Advisors (NEW location) 12th floor American Savings Bank Building (1001 Bishop Street, Honolulu, HI 96813). PLEASE NOTE: PARKING WILL NOT BE VALIDATED
21
Oct
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
22
Oct
Thu ⋅ 8:30am - 10:00am (EDT)
PLEASE NOTE NEW EVENT LOCATION: CLA, 60 E 42nd St. Ste 5100 New York, NY 10165
22
Oct
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
22
Oct
Thu ⋅ 12:00pm - 1:30pm (CDT)
The Addled Bunny 1010 Church St, Evanston, IL 60201 (Public Transportation Note: Restaurant is within 100 feet of CTA and Metra stations’ Church Street stop in Evanston, IL.)
27
Oct
Tue ⋅ 7:30am - 9:00am (CDT)
RSM Austin Office, 300 Colorado Street, 16th Floor, Austin, TX 78701
27
Oct
Virtual access
Tue ⋅ 3:30pm - 4:45pm (EDT)
Virtual on Zoom - you'll receive a Zoom link to access the program
28
Oct
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
28
Oct
Wed ⋅ 12:00pm - 1:30pm (EDT)
J.P. Morgan Private Bank, 25 Deforest Ave. 3rd Floor, Summit, NJ
28
Oct
Virtual access
Wed ⋅ 3:00pm - 4:00pm (EDT)
Virtual - Connection details will be sent once you register
28
Oct
Wed ⋅ 4:30pm - 6:30pm (CDT)
Bass, Berry & Sims 21 Platform Way S Ste 3500, Nashville, TN 37203
31
Oct
Virtual access
Sat ⋅ 12:00am - 11:30pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
03
Nov
Tue ⋅ 8:00am - 9:30am (EDT)
Reid’s Fine Foods, South Park | 4331 Barclay Downs Drive | Charlotte NC 28209
03
Nov
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
03
Nov
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
05
Nov
Thu ⋅ 5:00pm - 7:30pm (EDT)
The Pines at Sugar Creek Clubhouse | 6760 Jalisco Drive | Indian Land, SC 29707
06
Nov
Fri ⋅ 7:30am - 8:30am (EDT)
ROAM - Trilith | 210 Trilith Parkway Suite 100 | Fayetteville, GA 30214
10
Nov
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
18
Nov
Wed ⋅ 7:45am - 9:15am (EDT)
Offit Kurman | 2000 Market Street, 27th Floor | Philadelphia, PA 19103
18
Nov
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
19
Nov
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
19
Nov
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
23
Nov
Mon ⋅ 3:00pm - 8:00pm (EDT)
Fairfield University's Dolan School of Business 1073 North Benson Road Fairfield, CT
01
Dec
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
04
Dec
Fri ⋅ 7:30am - 8:30am (EDT)
ROAM Buckhead - Peachtree | 3535 Peachtree Road NE, Suite 320 | Atlanta, GA 30326
16
Dec
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
17
Dec
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
05
Jan
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
20
Jan
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
28
Jan
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
02
Feb
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
17
Feb
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
25
Feb
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
02
Mar
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
17
Mar
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
25
Mar
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
06
Apr
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
21
Apr
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
22
Apr
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
04
May
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
27
May
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
01
Jun
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
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