04
Nov
XPX Maryland: Members Only Affinity Group - Case study: “Exiting an ESOP with an SBA twist"
November
04
Thursday

Event Information

Date & Time

Thu, Nov 4th, 2021
9:00am - 10:30am (EST)

Location

Virtual - Connection details sent upon registration.

Status

XPX Registration Closed

Price

Maryland Members $0.00

Abimbola Audena
MBA Growth Partners
John Baier
EagleBank
Robert Brando of Firstrust Bank is a member of XPX Maryland
Robert L Brando
Firstrust Bank
Michael A. Case
M.A.Case & Associates, Northwestern Mutual
Fred Eikenberg
Sandy Spring Bank
Donni Engelhart of Tucker & Meltzer is a member of XPX Maryland
Donni Engelhart
Tucker & Meltzer
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland
Michelle Fritsch
Retirement Wellness Strategies
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry J Holmes
Columbia Consulting Group
Timothy Keffer of Griffin Wealth Management of Raymond James is a member of XPX Maryland
Timothy T Keffer
Griffin Wealth Management of Raymond James
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley J. Lombardo
Evergreen Advisors
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian MacMillan
Baltimore Washington Financial Advisors
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
John Morgan of Verdence Capital Advisors is a member of XPX Maryland
John D Morgan
Verdence Capital Advisors
Jeffrey Peisach of First National Bank . Small Business Finance is a member of XPX Maryland
Jeffrey Peisach
First National Bank . Small Business Finance
D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
Justin Sandridge of Murphy Business & Financial Corporation is a member of XPX Maryland
Justin W Sandridge
Murphy Business & Financial Corporation
Michael Shaw of Niles, Barton & Wilmer, LLP is a member of XPX Maryland
Michael P Shaw
Niles, Barton & Wilmer, LLP
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn D. Solomon
Offit Kurman, P. A.
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina K. Wasmer
Incite Creative
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Ronald Wilson of Entrepid, Inc. is a member of XPX Maryland
Ronald L Wilson
Entrepid, Inc.

Maryland Members Only Affinity Group


We will break into small groups and discuss the case study.  The case study will be sent to registrants prior to the event.


Registration Fee:

Maryland Members – FREE
This is a XPX Maryland, Member-Only benefit.

Virtual – Connection details sent upon registration.


Kind regards,

Stuart W. Welsh
President
EGT Advisors, LLC
Office 866.538.7594
Cell 410.274.7858
swelsh@egtadvisors.com

Menu