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  • Exit Planning Exchange
Exit Planning Exchange
Apr
01

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

Details

Date & Time

Fri, Apr 1st, 2022 â‹… 12:00am - 11:00pm (EDT)

Location

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

Tickets

Guests

Registrants

121 people attended
David Shavzin of The Value Track is a member of XPX Atlanta
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Michelle Jackson of Capital Group is a member of XPX Atlanta
Ashley Edwards Altman of ivision is a member of XPX Atlanta
+116



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

APRIL POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS APRIL 1, 2022

(This is not an event happening on April 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.
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Todd McGlauchlin
Expense Reduction Analysts
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ActionCoach
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Dan Bernstein of The Raivax Group is a member of XPX DC Metro
Dan Bernstein
The Raivax Group
BK
Bob Kawabe
Kawabe & Associates, LLC
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
TR
Tyler Ridley
Weaver
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
TH
Tony Hill
Trivest Partners
Steven Bankler of Steven Bankler, CPA, Ltd. is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
BH
Bradley Hardy
KeyBank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Ann Williams of JP Morgan Private Bank is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
BankProv
BL
Beth Lambert
Consultant
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
Matt Dimock of International Exit Planning Association is a member of XPX Greater Boston
Matt Dimock
International Exit Planning Association
James Murphy of Belden Hill Partners is a member of XPX Fairfield County
James Murphy
Belden Hill Partners
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
RO
Roger Osborn
RubinBrown LLP
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
MN
Mark Nuelle
B2B CFO
William Jarry of BNY Mellon Wealth Management is a member of XPX Greater Boston
William Jarry
BNY Mellon Wealth Management
Ben Cagle of Cagle Consulting Partners is a member of XPX Atlanta
Ben Cagle
Cagle Consulting Partners
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Gregory Caruso of Art of Business Valuation / Harvest Business is a member of XPX Philadelphia
Gregory Caruso
Harvest Business Advisors
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
TS
Tom Sherwin
CEO Resources, Inc.
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles Faron
Osage Advisors, LLC
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
GK
Gordon Kimpel
Veritas Financial
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
George Stephen of Supporting Strategies | Northern Chicago is a member of XPX Chicago
George Stephen
Supporting Strategies | Northern Chicago
RK
Robert Krist
Albu Consulting
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
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
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOPPlus: Schatz Brown Glassman LLP
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
Larry Gard of Hamilton-Chase Consulting is a member of XPX Chicago
Larry Gard
Hamilton-Chase Consulting
Tom Attivissimo of Greiner Maltz Co of Long Island is a member of XPX Long Island
Tom Attivissimo
Greiner Maltz Co of Long Island
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert Carrion
Richards, Rodriguez & Skeith, LLP
EP
Ed Pratesi
Valuation & Transition Strategies, LLC
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Susan Fennema of Beyond the Chaos, LLC is a member of XPX Dallas
Susan Fennema
Beyond the Chaos, LLC
Shelley Miller of ICA Group is a member of XPX New York
Shelley Miller
ICA Group
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
IR
Ira Rovitz
Newmark Knight Frank
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
RC
Robert Crapsey
Trivest Partners
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
Tom Harris of BankFinancial - Commercial Finance is a member of XPX Chicago
Tom Harris
CapFlow Funding Group
TB
Ted Bachman
Bachman & Associates
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
The Zajac Group
JR
Joe Ruzicka
Adams Keegan
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
AR
Andre Rogers
E3Insights
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
PS
Paul Schmid
Arent Fox LLP
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
AR
Ann Richo
Key Bank
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
Gladiator Consulting
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Tara Hodgens
Advanced Corporate Solutions
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
USI Insurance
Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland
Dan Kaplan
Confident Communicators, LLC
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
John Weber of Sage Intermediaries LLC is a member of XPX Chicago
John Weber
Sage Intermediaries LLC
JS
Jonathan Smith
Live Oak Bank
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
TZ
Tom Zhang
Touchstone Advisors
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta
Junko Horvath
Fujiyama Wealth Management
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik Perlman
Merrill Lynch
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Ward Damon, PL