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  • Exit Planning Exchange
Exit Planning Exchange
Feb
11

XPX Long Island: Coffee Connection - How Sweet!

Details

Date & Time

Fri, Feb 11th, 2022 ⋅ 8:30am - 10:30am (EDT)

Location

Mongo’s Coffee - 170 Michael Drive, Syosset NY 11791

Tickets

Long Island & Tri-State Members
$0.00
Non-members
$30.00
Guests

Registrants

31 people attended
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Cristina Givelechian of City National Bank is a member of XPX Long Island
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
+26



Please join us for the inaugural gathering of our new quarterly networking series – Coffee Connection - as we aim to enhance the connection amongst our XPX community and put our new Networking and Business Development best practices to the test (see the January 2022 event)

Attire: Business Casual (with a preference for something Red in the spirit of Valentine’s Day.)

Featured Sponsor:

Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

Non-members - $30.00

Coffee / Smoothies / Baked Goods are included with the registration

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Capital One Bank
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Outsourced CFOs and Advisors
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
Stephan Ramerini of COMPEL CEOs is a member of XPX Tri-State
Steve Ramerini
COMPEL CEOs
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
SE
Steve Edney
PrestigePEO
DS
Daniel Shulman
BNY Mellon Wealth Management
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Peter Opitz of Danziger & Markhoff LLP is a member of XPX Long Island
Peter Optiz
Danziger & Markhoff LLP
AC
Andy Crofton
Klingenstein Fields Advisors
SK
Shawn Klotsche
The Wealth Alliance
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
USI Insurance
AL
Amanda Librizzi
UBS Financial Services, Inc.
DD
Daniel Degeorgia
Danziger & Markhoff LLP
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
NH
Nicholas Hartofilis
EisnerAmper LLP
LB
Larry Bloom
BloomSchon CPAS LLC
MD
Michael Davila
Fortis Lux Financial
MH
Michael Haltman
Hallmark Abstract Service LLC
AH
Adam Holtzer
whoggga LLC
DE
David Ehrlich
Stagg Wabnik Law Group
PC
Peter Craig
Royal Alliance Associates