21
Jan
XPX Maryland: 2022 Economic Outlook
January
21
Friday

Event Information

Date & Time

Fri, Jan 21st, 2022
7:30am - 10:00am (EST)

Location

Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228

Status

Registration Open

Price

First Time Guest of Maryland BOD $0.00
Maryland Members Early Bird (through 1/14) $35.00
Maryland Members Regular Fee $45.00
Maryland Members Same Day/Walk-In Fee $55.00
Maryland Sponsors (Annual & Event) $0.00
Non-Members Early Bird (through 1/14) $65.00
Non-Members Regular Fee $85.00
Non-Members Same Day/Walk-In Fee $95.00
Other XPX Chapter Members Early Bird (through 1/14) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

Abimbola Audena
MBA Growth Partners
John Baier
EagleBank
Robert Brando of Firstrust Bank is a member of XPX Maryland
Robert L Brando
Firstrust Bank
Karen Brogan
Capital Services, Inc.
Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland
Michael A. Case
M.A.Case & Associates, Northwestern Mutual
Craig Decker
Kelly Ennis
Tim Finkelston
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry J Holmes
Columbia Consulting Group
Megan Horneman
Verdence Capital Advisors
Leo Kelly
Verdence Capital Advisors
Edward Kidner of Davis, Agnor, Rapaport & Skalny is a member of XPX Maryland
Edward F Kidner
Davis, Agnor, Rapaport & Skalny
Jeff Kordela of Supporting Strategies - Chesapeake Region is a member of XPX Maryland
Jeff Kordela
Supporting Strategies – Chesapeake Region
Brian Kowitz
Heller Kowitz
David Kuzma
Aquilo Private Wealth Advisors
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
Chris Marasco of Sandy Spring Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
Brian McGettigan
Morgan Stanley
Brandon Miller
Leonard Miller of Leonard J. Miller & Associates, Chartered is a member of XPX Maryland
Leonard J Miller
Leonard J. Miller & Associates, Chartered
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
Mary Morris
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Anabel Quintero
D. Michael Reid of Expense Reduction Analysts is a member of XPX Maryland
D. Michael Reid
Expense Reduction Analysts
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
Edward Rothstein
Newport LLC
Oren D Saltzman
Adelberg, Rudow, Dorf & Hendler, LLC
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Michael Shaw of Niles, Barton & Wilmer, LLP is a member of XPX Maryland
Michael P Shaw
Niles, Barton & Wilmer, LLP
Tom Singleton
Al Szydlowski
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy D. Ward
KatzAbosch
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors

Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2022 and beyond. With the everchanging landscape evolving with COVID-19, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment.

Meet Our Speaker:


Leo Kelly
Founder & CEO
Verdence Capital Advisors

Leo provides proven expertise to advise clients on an array of complex financial planning issues. Additionally, he works closely with institutions and foundations to educate board members and assist in the creation of tailored investment solutions. Leo has been recognized as both an industry and thought leader by some of the most prestigious financial publications and he is featured regularly on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors and previously worked at Merrill Lynch and Bloomberg.
 

AGENDA: 7:30AM-10:00AM EDT

7:30AM to 8:00AM (Networking & Breakfast)
8:00AM to 10:00AM (Presentation)


Event Pricing:

Non-Members Early Bird (through 1/14) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Other XPX Chapter Members Early Bird (through 1/14) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

XPX MD Members Early Bird (through 1/14) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00
XPX MD Sponsors (Annual & Event) $0.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual.

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