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  • Exit Planning Exchange
Exit Planning Exchange
Feb
01

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

Details

Date & Time

Tue, Feb 1st, 2022 â‹… 12:00am (EDT)

Location

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

Tickets

Guests

Registrants

133 people attended
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
Sonya Howard of ActionCoach is a member of XPX Atlanta
JH
+128



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

FEBRUARY POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS FEBRUARY 1, 2022

(This is not an event happening on February 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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John Simonetta
Simonetta Consulting
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
JH
Josh Huseman
FNBO
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Matthew Raymon of Third Arch Investments is a member of XPX Philadelphia
Matthew Raymon
Third Arch Investments
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle
Laird Hepburn
Business-owner Strategies Group, LLC
PS
Paul Schmid
Arent Fox LLP
Tom Harris of BankFinancial - Commercial Finance is a member of XPX Chicago
Tom Harris
CapFlow Funding Group
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
USI Insurance
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Tara Hodgens
Advanced Corporate Solutions
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto Martinez
B2B CFO
AQ
Anabel Quintero
MV Financial
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
James Junker of Pilot Hill Advisors is a member of XPX Chicago
James Junker
Pilot Hill Advisors
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
John Marsh of Bristol Group is a member of XPX Atlanta
John Marsh
Bristol Group
IR
Ira Rovitz
Newmark Knight Frank
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
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)
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Capital One Bank
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
GB
Guillermo Birmingham
B2B CFO®
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
JS
Jonathan Smith
Live Oak Bank
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Van Daughtry of Van Daughtry Consulting, LLC is a member of XPX Triangle
van Daughtry
Van Daughtry Consulting, LLC
ER
Edward Rothstein
Newport LLC
GK
Gordon Cfbs Chfc Clu Kimpel
Veritas Financial
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
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Avi Sinensky of Rivkin Radler LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Paul Pappageorge of Ashland Capital Advisors LLC is a member of XPX Chicago
Paul Pappageorge
Ashland Capital Advisors LLC
John DelGrego of Marcum LLP is a member of XPX Hartford
John Delgrego
Marcum LLP
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial 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
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Ward Damon, PL
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Brian McGettigan of Truist is a member of XPX Maryland
Brian McGettigan
Morgan Stanley
TH
Tony Hill
Trivest Partners
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
BL
Beth Lambert
Consultant
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin 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
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
TR
Tyler Ridley
Weaver
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
DS
Daniel Shulman
BNY Mellon Wealth Management
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
PR
Phillip Rothman
NJL&C
BN
Berk Nowak
Brown Advisory
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
1939
Shelley Miller of ICA Group is a member of XPX New York
Shelley Miller
ICA Group
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
DM
David Mills
Morgan Stanley
Sterling Neblett of Centurion Wealth Management LLC is a member of XPX DC Metro
Sterling Neblett
Centurion Wealth Management LLC
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
JM
Jim Massengale
Expense Reduction Analysts
BK
Bob Kawabe
Kawabe & Associates, LLC
SP
Stefan Prins
PKF O'Connor Davies
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
TS
Tom Sherwin
CEO Resources, Inc.
John Czajkowski of Czajkowski Dumpel & Associates, Inc. is a member of XPX Atlanta
John Czajkowski
Czajkowski Dumpel & Associates, Inc.
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
John Ray of John Ray Co. is a member of XPX Atlanta
John Ray
Business RadioX®
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
WW
William Wilcoxson
Osage Advisors
Carlton White of Visionary Business Brokerage, LLC is a member of XPX Triangle
Carlton White
Visionary Business Brokerage, LLC
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John Weber
Sage Intermediaries LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
MPN incorporated
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek Jr
South Highland Ventures LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
BB
Brooke Bellamy
Gross Mendelsohn
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Outsourced CFOs and Advisors
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Comercia Private Wealth Management
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
John Vanderslice of Sandler Training/Strategic Solutions Group is a member of XPX Philadelphia
John Vanderslice
Sandler Training/Strategic Solutions Group
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
The Zajac Group
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
BankProv
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group