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  • Exit Planning Exchange
Exit Planning Exchange
Nov
01

Cross-Chapter (All XPX Members) Signup deadline for member power networking - November

Details

Date & Time

Mon, Nov 1st, 2021 â‹… 12:00am - 9:00am (EDT)

Location

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

Tickets

Guests

Registrants

114 people attended
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
DM
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
+109



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

NOVEMBER POWER NETWORKING
THE PROGRAM RUNS ALL MONTH

DEADLINE TO SIGN UP IS NOVEMBER 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.
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter Chatel
The Chatel Consulting Group
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
DM
David Mills
Morgan Stanley
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John Simonetta
Simonetta Consulting
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Jack Penzi of Great Rock Capital is a member of XPX Fairfield County
Jack Penzi
Great Rock Capital
Edward Bortnick of skmb,p.a.(Cpa's & Business Valuators) is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
IR
Ira Rovitz
Newmark Knight Frank
AR
Ann Richo
Key Bank
RS
Rob Schneider
Stancil
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto Martinez
B2B CFO
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Ward Damon, PL
JG
John Grzymala
Family Office Advisory Services
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Ryan Carlson of Grant Thornton, LLP is a member of XPX Greater Boston
Ryan Carlson
Grant Thornton, LLP
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Fasi
UBS
JG
Jeffrey Glashow
Middlesex Savings Bank
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
James Ferrara of Anchin Block & Anchin LLP is a member of XPX New York
James Ferrara
Anchin Block & Anchin LLP
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Mark Iorio
BCAT Partners
RY
Randall Yardumian
Bee Bergvall Co
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Harbinger Partners, LLC
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
Amerivest Group
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
TB
Ted Bachman
Bachman & Associates
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Tributum CPA Group,LLC
Garner Lyon of The Piedmont Group - MassMutual is a member of XPX Atlanta
Garner Lyon
The Piedmont Group - MassMutual
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
BL
Beth Lambert
Consultant
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
McMahon, Welch and Learned, PLLC
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOPPlus: Schatz Brown Glassman LLP
JK
James Kelly
PNC
AA
Abimbola Audena
MBA Growth Partners
BK
Brian Keigan
Executive Financial Solutions Group, LLC
WW
Wiktor Wozniak
UBS Financial Services, Inc.
PM
Paul Moreno
Live Oak Bank
Shelley Miller of ICA Group is a member of XPX New York
Shelley Miller
ICA Group
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
DH
Denis Horrigan
Connecticut Wealth Management
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
BH
Bradley Hardy
KeyBank
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC Wealth Management
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
SP
Sarah Powell
Insperity
BK
Bob Kawabe
Kawabe & Associates, LLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony Macaluso
Belden Hill Partners
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Nancy Kaplan of Conscient Strategies is a member of XPX DC Metro
Nancy Kaplan
Conscient Strategies
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Bridge Corporate Finance LLC
PS
Paul Schmid
Arent Fox LLP
LC
Linda Crothers
Monroe Credit Advisors
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
GK
Gordon Kimpel
Veritas Financial
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
MK
Marty Krist
LPL Financial
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
The Alternative Board - Northeast Georgia
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
TR
Tyler Ridley
Weaver
Steven Fultonberg of Steven Fultonberg CPA/CVA, PLLC is a member of XPX Triangle
Steven Fultonberg
Steven Fultonberg CPA/CVA, PLLC
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Michael Edwards of Precision Financial Insights is a member of XPX Austin
Michael Edwards
Precision Bookkeeping
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
BN
Berk Nowak
Brown Advisory
Justin Sandridge of Murphy Business Sales is a member of XPX Maryland
Justin Sandridge
Murphy Business & Financial Corporation
Michelle Campbell of Time Value Accounting & Business Services LLC is a member of XPX Triangle
Michelle Campbell
Time Value Accounting & Business Services LLC