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  • Exit Planning Exchange
Exit Planning Exchange
Mar
01

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

Details

Date & Time

Tue, Mar 1st, 2022 â‹… 12:00am (EDT)

Location

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

Tickets

Guests

Registrants

107 people attended
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Brad Mart of PivotPoint Company is a member of XPX Chicago
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Sonya Howard of ActionCoach is a member of XPX Atlanta
+102



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

MARCH POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS MARCH 1, 2022

(This is not an event happening on March 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.
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
BankProv
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
IR
Ira Rovitz
Newmark
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
Alecia Belt
Expense Reduction Analysts
WC
William Cornelius
M&T Bank
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
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
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
TR
Tyler Ridley
Weaver
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald Gelestino
Champion Elevator Corp.
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
TB
Ted Bachman
Bachman & Associates
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
PS
Paul Schmid
Arent Fox LLP
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
Terry "doc" Dockery
The Resolve Firm
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Maurice Palagonia of Mercer is a member of XPX Long Island
Maurice Palagonia
Mercer
AO
Alex Olson
KLR Wealth Management
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph Farach
The Alternative Board - Northeast Georgia
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Don Emmett of Murphy Business Sales is a member of XPX Triangle
Don Emmett
Murphy Business Sales
JK
Jeffrey Kates
The Founders Group
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles Faron
Osage Advisors, LLC
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
MS
Mark Stevens
Steadfast Wealth Systems, LLC
Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Timothy Fitzgerald
Coastal Wealth
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
NL
Nicholas Lococo
Marcum LLP
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
JG
John Grzymala
Family Office Advisory Services
KD
Kevin Daugherty
UBS Financial Services
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
MC
Martin Croyle
Croyle Financial Consulting, LLC
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
BN
Berk Nowak
Brown Advisory
Craig Decker of Alex. Brown is a member of XPX Maryland
Craig Decker
Alex. Brown
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert Carrion
Richards, Rodriguez & Skeith, LLP
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert Kalinoski
Kalinoski & Riordan, P.A.
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Shelley Miller of ICA Group is a member of XPX New York
Shelley Miller
ICA Group
LV
Larry van Sant
The Van Sant Consulting Group Sandler Training
GK
Gordon Kimpel
Veritas Financial
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Vlachos Group
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
George Likourezos
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
KE
Kelly Ennis
The Verve Partnership
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
JT
Joseph Turek
MW Supply Chain Services
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
The Zajac Group
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John Weber
Sage Intermediaries LLC
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
FS
Frank Spezzano
irus advisory
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
SC
Stephen Chin
Financial Structures and Advisory, Inc.
SF
Sharon Frank
Merrill Lynch
Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland
Dan Kaplan
Confident Communicators, LLC
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
MPN incorporated
RB
Robert ("bob") Beggs
HomeTrust Bank
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
Tom Poltersdorf of Beyond Your Exit Wealth Management is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
John Simonetta
Simonetta Consulting
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities