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  • Exit Planning Exchange
Exit Planning Exchange
Oct
02

All XPX - Member Cross-Chapter Signup deadline for member power networking - October

Details

Date & Time

Sat, Oct 2nd, 2021 ⋅ 12:00am - 9:00am (EDT)

Location

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

Tickets

Guests

Registrants

92 people attended
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Sonya Howard of ActionCoach is a member of XPX Atlanta
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
+87


THIS IS NOT AN EVENT

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

OCTOBER POWER NETWORKING
THE PROGRAM RUNS ALL MONTH
DEADLINE TO SIGN UP IS OCTOBER 01, 2021


XThe 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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Lawrence Sprung of Mitlin Financial, Inc. is a member of XPX Long Island
Lawrence Sprung
Mitlin Financial, Inc.
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
Obsidian Planning Solutions
MS
Michael Sapperstein
RS&F, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
Terry "doc" Dockery
The Resolve Firm
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
NL
Nelson Labrador
Employer Flexible
JS
Jonathan Smith
Live Oak Bank
BH
Bradley Hardy
KeyBank
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
BN
Berk Nowak
Brown Advisory
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
AR
Ann Richo
Key Bank
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
LC
Lori Cunningham
Trivest Partners
Vernon Brokke of Brokke Group is a member of XPX Maryland
Vernon Brokke
Brokke Group
TB
Tony Boschetto
KLR
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
CP
Christopher Pumo
Skyline Analytics, LLC
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto Martinez
B2B CFO
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Nancy Kaplan of Conscient Strategies is a member of XPX DC Metro
Nancy Kaplan
Conscient Strategies
James Murphy of Belden Hill Partners is a member of XPX Fairfield County
James Murphy
Belden Hill Partners
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
LF
Lauren Fernandez
The Fernandez Company
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
TS
Tom Sherwin
CEO Resources, Inc.
GK
Gordon Kimpel
Veritas Financial
PS
Philip Studer
First Citizens Bank
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Ben Cagle of Cagle Consulting Partners is a member of XPX Atlanta
Ben Cagle
Cagle Consulting Partners
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Sue Groszkiewicz of Accountable For Change LLC is a member of XPX Atlanta
Sue Groszkiewicz
Accountable For Change LLC
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
G-Squared Partners LLC
WW
William Wilcoxson
Osage Advisors
James Ferrara of Anchin Block & Anchin LLP is a member of XPX New York
James Ferrara
Anchin Block & Anchin LLP
TB
Ted Bachman
Bachman & Associates
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
CS
Carlos Sava
ProCFO Partners
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Harbinger Partners, LLC
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
JA
Jeffrey Appleman
CFO Consulting Partners LLC
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Associates, Ltd.
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann Smithers
Smithers + Ume-Nwagbo, LLC
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
SuccessionMatching, Ltd.
Dominick Wallace of Wallace Capital Funding is a member of XPX Atlanta
Dominick Wallace
Wallace Capital Funding, LLC
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
BK
Brian Keigan
Executive Financial Solutions Group, LLC
Charles Kassouf of Baker Donelson is a member of XPX Maryland
Charles Kassouf
Kassouf Law
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
KB
Karen Brogan
Capital Services, Inc.
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
Business RadioX®
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
The Alternative Board - Northeast Georgia