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  • Exit Planning Exchange
Exit Planning Exchange
Jun
01

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

Details

Date & Time

Wed, Jun 1st, 2022 ⋅ 12:00am (EST)

Location

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

Tickets

Guests

Registrants

104 people attended
Anna Talarico of Young America Capital is a member of XPX Austin
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
+99



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 JUNE 1, 2022

(This is not an event happening on June 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.
Anna Talarico of Young America Capital is a member of XPX Austin
Anna Talarico
Young America Capital
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
BK
Bob Kawabe
Kawabe & Associates, LLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
RY
Randall Yardumian
Bee Bergvall Co
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
SS
Scott Stevens
44 Business Capital
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
SC
Steven Crowley
CFO Consulting Partners, LLC
AO
Alex Olson
KLR Wealth Management
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Colgan
https://www.citrincooperman.com/
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
TR
Ted Rosen
Akerman LLP
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Sterling National Bank
DC
Debbie Chilton
Insperity
Wally Ziprik of Neri Capital Partners is a member of XPX Atlanta
Wally Ziprik
Neri Capital Partners
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Holly Geerdes of Estate Law Center is a member of XPX Atlanta
Holly Geerdes
Estate Law Center
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Carlos Guevara of VR Business Brokers San Antonio TX is a member of XPX San Antonio
Carlos Guevara
VR Business Brokers San Antonio TX
Daniel Lasater of PNC is a member of XPX San Antonio
Daniel Lasater
PNC
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
RO
Roger Osborn
RubinBrown LLP
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
RB
Robert ("bob") Beggs
HomeTrust Bank
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
KK
Kimberly Kramer
McLane Middleton, Professional Association
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
BankProv
EP
Ed Pratesi
Valuation & Transition Strategies, LLC
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Albert Carrion of Richards, Rodriguez & Skeith, LLP is a member of XPX Austin
Albert Carrion
Richards, Rodriguez & Skeith, LLP
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
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
LC
Lori Cunningham
Trivest Partners
Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Timothy Fitzgerald
Coastal Wealth
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
DK
David Krietzberg
Krietzberg Wealth Management
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Integrated Financial Concepts
Steve Schreiber of Aquarius Partners, LLC is a member of XPX New Jersey
Steve Schreiber
Aquarius Partners, LLC
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
EOS Worldwide
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Tom Harris of BankFinancial - Commercial Finance is a member of XPX Chicago
Tom Harris
CapFlow Funding Group
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOPPlus: Schatz Brown Glassman LLP
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany Wright
The Resourceful CEO
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Live Oak Bank
Shavon Prophet of ICA Group & MassCEO is a member of XPX Greater Boston
Shavon Prophet
ICA Group & MassCEO
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
Frank Herron of Sterling Seacrest Pritchard Insurance is a member of XPX Atlanta
Frank Herron
Sterling Seacrest Pritchard Insurance
Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland
Dan Kaplan
Confident Communicators, LLC
Patrick Thompson of UBS Financial Services, Inc. is a member of XPX Chicago
Patrick Thompson
UBS Financial Services, Inc.
MW
Mark Wigder
Coats Rose
Peter Seelaus of Sherpa Financial, Seelaus Financial is a member of XPX Philadelphia
Peter Seelaus
Sherpa Financial, Seelaus Financial
Barry Selvidge of Neri Capital Partners is a member of XPX Atlanta
Barry Selvidge
Newport LLC
RR
Robert Rosner
Robert M. Rosner & Associates, Inc.
Clare Price of Octain is a member of XPX Triangle
Clare Price
Octain