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Fri, September 19, 2025
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Wed, September 24, 2025

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  • Exit Planning Exchange
Exit Planning Exchange
May
01

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

Details

Date & Time

Sun, May 1st, 2022 â‹… 12:00am (EDT)

Location

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

Tickets

Guests

Registrants

96 people attended
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta
ED
WW
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
+91



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

MAY POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE TO SIGN UP IS MAY 1, 2022

(This is not an event happening on MAY 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.
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta
Junko Horvath
Fujiyama Wealth Management
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
WW
William Wilcoxson
Osage Advisors
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
PS
Paul Schmid
Arent Fox LLP
Sonya Howard of ActionCoach is a member of XPX Atlanta
Sonya Howard
ZE91NP
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Daniel Olsen of CFGI is a member of XPX Dallas
Daniel Olsen
CFGI
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Andrew Brodkey of Brodkey Executive Management Consulting LLC is a member of XPX San Antonio
Andrew Brodkey
Brodkey Executive Management Consulting LLC
TR
Tyler Ridley
Weaver
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Mark Iorio of BCAT Partners is a member of XPX Tri-State
Mark Iorio
BCAT Partners
MARTY BRACCO of Tandem HR is a member of XPX Chicago
Martin Bracco
Tandem HR
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
RS
Rob Schneider
Stancil
BC
Burt Copeland
New Life CFO Services, LLC.
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
JG
Jeffrey Glashow
Middlesex Savings Bank
JG
John Grzymala
Family Office Advisory Services
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
SES ESOP Strategies, a Stevens & Lee/Griffin Company
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Todd McGlauchlin
Expense Reduction Analysts
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
SK
Shawn Klotsche
The Wealth Alliance
BN
Berk Nowak
Brown Advisory
JV
Jim Vigna
Live Oak Bank
Will Gourd of UBS is a member of XPX Fairfield County
Will Gourd
UBS
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Perkins Coie
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Ben Cagle of Cagle Consulting Partners is a member of XPX Atlanta
Ben Cagle
Cagle Consulting Partners
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
Velocity Law, LLC
TB
Ted Bachman
Bachman & Associates
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Salmon
CIC Wealth, LLC
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
MZ
Michael Zuidema
Chesapeake Corporate Advisors
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
JS
Jonathan Smith
Live Oak Bank
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
AR
Ann Richo
Key Bank
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
IR
Ira Rovitz
Newmark Knight Frank
Michelle Jackson of Capital Group is a member of XPX Atlanta
Michelle Jackson
Capital Group
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
JA
Jeffrey Appleman
CFO Consulting Partners LLC
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
BK
Bob Kawabe
Kawabe & Associates, LLC
Jeffrey Elder of International Business Exchange is a member of XPX Austin
Jeffrey Elder
International Business Exchange
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Michael Horwitz of Transworld Business Advisors is a member of XPX Atlanta
Michael Horwitz
Transworld Business Advisors
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
AN
Alejandro Navarro
The Ronin Society
JH
Josh Huseman
FNBO
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
SG
Stephanie Gumm
Horizon Advisory Group