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  • Exit Planning Exchange
Exit Planning Exchange
Oct
01

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS OCTOBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN OCTOBER

Details

Date & Time

Sat, Oct 1st, 2022 â‹… 12:00am - 11:00pm (EDT)

Location

Your Group Leader Will Reach Out to Set a Date / Time to meet

Tickets

Guests

Registrants

97 people attended
RR
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
+92



YOUR GROUP LEADER WILL REACH OUT TO SET A DATE / TIME

The POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH IN SEPTEMBER

DEADLINE  TO SIGN UP (ONLINE) IS OCTOBER 1, 2022

(This is not an event happening on October 1st.)
Please read the description below.

The Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

Here's how the Power Networking works:

  • We'll match you with a group of around five fellow members of from other XPX Chapters
  • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
  • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
  • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

Let me know if you have any question please email us

    

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
RR
Robert Rosner
Robert M , Rosner and Associates , Inc
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann Smithers
Smithers + Ume-Nwagbo, LLC
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
GK
Gordon Kimpel
Veritas Financial
BN
Berk Nowak
Brown Advisory
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
Howard Silvermintz
Tier 1 Capital of Georgia, LLC
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Salmon
CIC Wealth, LLC
IR
Ira Rovitz
Newmark Knight Frank
CP
Christopher Pumo
Skyline Analytics, LLC
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Lauren Schwimmer
Flaster Greenberg PC
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
SH
Sara Hartary
BizOps Solved
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
Tim Padgett of The Pepper Group, Inc. is a member of XPX Chicago
Tim Padgett
The Pepper Group, Inc.
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Cameron Scott of BerryDunn is a member of XPX Greater Boston
Cameron Scott
BerryDunn
William Jarry of Hingham Street Advisors of Wells Fargo Advisors is a member of XPX Greater Boston
William Jarry
BNY Mellon Wealth Management
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
WM
William Murray
MPI
Augusto Martinez of Freedom Strategy LLC - Outsourced CFO Services & Analytics is a member of XPX Maryland
Augusto Martinez
Freedom Strategy
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Klingenstein Fields Advisors
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
EP
Ed Pratesi
Valuation & Transition Strategies, LLC
DE
David Ehrlich
Stagg Wabnik Law Group
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
JG
John Grzymala
Family Office Advisory Services
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
JK
Jeffrey Kates
The Founders Group
Robert Jablonski of Recharge Consulting is a member of XPX Austin
Robert Jablonski
Recharge Consulting
Darwin Salicrup of DZS Capital LLC is a member of XPX New Jersey
Darwin Salicrup
DZS Capital LLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
MW
Mark Wigder
Coats Rose
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
DT
Daniel Tisser
The Colony Group
Sterling Neblett of Centurion Wealth Management LLC is a member of XPX DC Metro
Sterling Neblett
Centurion Wealth Management LLC
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
AR
Andre Rogers
E3Insights
DH
Denis Horrigan
Connecticut Wealth Management
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
WW
William Wilcoxson
Osage Advisors
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik Perlman
Merrill Lynch
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Cfp® Cfa Abmeyer
Abmeyer Wealth Management
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Nate Woods of ActionCOACH Peachtree is a member of XPX Atlanta
Nate Woods
Peachtree Coaching Group
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
AO
Alex Olson
KLR Wealth Management
JC Duque of Broadway Bank is a member of XPX Austin
Jc Duque
Broadway Bank
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
Neri Capital Partners
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
AP
Amit Patel
Founders Legal
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Live Oak Bank
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity