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  • Exit Planning Exchange
Exit Planning Exchange
May
24

XPX CT: Fairfield & Hartford Chapter Joint Social Event: Collaboration – A deep dive (In-Person)

Details

Date & Time

Tue, May 24th, 2022 ⋅ 4:30pm - 6:30pm (EDT)

Location

Hotel Delamar Southport - Folly Room Indoor/Outdoor Space, 275 Old Post Road - Southport, CT 06890

Tickets

Connecticut & Tri-State Members
$0.00
Non-member & Other Chapter Members (after 5/20)
$55.00
Non-Members & Other Chapter Members (through 5/20)
$45.00
Guests

Registrants

48 people attended
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
RA
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
BK
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
+43


Not to be missed!!!  Come out to the beautiful Delamar in Southport to socialize, network and engage in some fun collaboration.

What’s old is new again.  A core strength of XPX is ability to build relationships with advisors across 12 practice disciplines to gain access to knowledge and talent, and to mutually grow our respective businesses by facilitating referrals.  Now that we can meet again in person let’s sharpen our collaboration efforts. We will explore stories of successful collaboration and participate in interactive discussions designed to supercharge future success.


Registration Fees:

CT & Tri-State Members:  FREE (Registration is required for headcount purposes)

Non-Members & Other Chapter Members Fee through 5/20/22: $45.00

Non-Members & Other Chapter Members Fee after 5/20/22: $55.00


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.
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
RA
Rick Allen
Great Hill Advisors
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Colgan
https://www.citrincooperman.com/
BK
Brian Kerrigan
Whittlesey
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
JL
Jason Liu
General Network Service Inc.
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
William Conron of PKF O’Connor Davies is a member of XPX Fairfield County
William Conron
Martin DeCruze & Co. LLP
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
Jeff Swiggett of VR Business Sales is a member of XPX Fairfield County
Jeff Swiggett
VR Business Sales
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
SC
Steven Crowley
CFO Consulting Partners, LLC
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Salmon
CIC Wealth, LLC
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
SR
Steven Reisberg
BDO
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Bruce Blasnik of PKF O'Connor Davies LLP is a member of XPX Fairfield County
Bruce Blasnik
PKF O'Connor Davies LLP
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Roy Johnson of Touchstone Advisors, LLC is a member of XPX Fairfield County
Roy Johnson
Touchstone Advisors, LLC
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
Ricardo (Dick) Albu of Albu Consulting LLC is a member of XPX Fairfield County
Ricardo (dick) Albu
Albu Consulting LLC
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
ND
Nora Debellis
Key Bank
PK
Philip Kane
U.S. Bank
KM
Keith Michaelson
The Lovins Group
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
SC
Susan Catalano
JQLaCorte LLC
RC
Robert Clark
Clark Chandler Mills
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
BH
Bradley Hardy
KeyBank
TW
Thomas Walsh
Brody Wilkinson PC
Jack Penzi of Great Rock Capital is a member of XPX Fairfield County
Jack Penzi
Great Rock Capital
Sean Berry of Martin LLP is a member of XPX Fairfield County
Sean Berry
Martin LLP
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
SP
Stefan Prins
PKF O'Connor Davies
CM
Christopher Martin
Martin LLP
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
NH
Nancy Hancock
Pullman & Comley, LLC
Anna Samorukova of Edelweiss Group is a member of XPX Fairfield County
Anna Samorukova
Edelweiss Group