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  • Exit Planning Exchange
Exit Planning Exchange
Jul
01

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

Details

Date & Time

Fri, Jul 1st, 2022 â‹… 12:00am (EDT)

Location

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

Tickets

Guests

Registrants

94 people attended
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
ED
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Shavzin of The Value Track is a member of XPX Atlanta
+89



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 JULY 1, 2022

(This is not an event happening on July1st.)
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.)
TERRY "Doc" DOCKERY of The Resolve Firm is a member of XPX Atlanta
Terry "doc" Dockery
The Resolve Firm
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Junko Horvath of Fujiyama Wealth Management is a member of XPX Atlanta
Junko Horvath
Fujiyama Wealth Management
CP
Christopher Pumo
Skyline Analytics, LLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
IR
Ira Rovitz
Newmark Knight Frank
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
AR
Ann Richo
Key Bank
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
Holly Geerdes of Estate Law Center is a member of XPX Atlanta
Holly Geerdes
Estate Law Center
TK
Tim Kiernan
360 Consulting
LH
Lisa Hutter
Comerica Private Wealth
JG
Jeffrey Glashow
Middlesex Savings Bank
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
PO
Paul Oliveira
KLR
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC Wealth Management
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
Century Sales Solutions, LLC
Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
Dug McGuirk
Revolutionary Growth
MS
Mark Stevens
Steadfast Wealth Strategies
GK
Gordon Kimpel
Veritas Financial
SG
Stephanie Gumm
Horizon Advisory Group
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
John Marsh of Bristol Group is a member of XPX Atlanta
John Marsh
Bristol Group
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
NS
Noah Schlesinger
AllianceBernstein
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
CCIA, Inc- R3 Risk Management Division
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
MC
Martin Croyle
Croyle Financial Consulting, LLC
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
LS
Laura Salpeter
Cassel Salpeter & Co., LLC
BN
Berk Nowak
Brown Advisory
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
JR
Joe Ruzicka
Adams Keegan
Emily Ackerman of Lane Gorman Trubitt is a member of XPX Dallas
Emily Ackerman
Lane Gorman Trubitt
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
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann Smithers
Smithers + Ume-Nwagbo, LLC
Maria Forbes of FIREPOWER Business Catalyst, LLC. is a member of XPX Atlanta
Maria Forbes
FIREPOWER Business Catalyst, LLC.
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Matt Geesman of UBS is a member of XPX Chicago
Matt Geesman
UBS
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
PA
Paul Addison
Bay Equity Home Loans
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Todd McGlauchlin
Expense Reduction Analysts
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
JP
Jerome Pasichow
Integrated Financial Concepts
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
FS
Frank Spezzano
irus advisory
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
RC
Richard Chisholm
WardChisholm, LLP
TR
Tyler Ridley
Weaver
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
DD
David Demuth
CFO Consulting Partners LLC
Thomas Heide of Heide & Company, LLC is a member of XPX Fairfield County
Thomas Heide
Heide & Company, LLC
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Altman Associates
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOPPlus: Schatz Brown Glassman LLP
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
BK
Bob Kawabe
Kawabe & Associates, LLC
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
CH
Curtis Harrison
Stillwater Creek Advisors
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
SK
Shawn Klotsche
The Wealth Alliance
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
Legacy CPA Services
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Peter Chatel of The Chatel Consulting Group is a member of XPX Atlanta
Peter Chatel
The Chatel Consulting Group
SM
Shelley Mann
Strategic Sales Advisors LLC
Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Lauren Schwimmer
Flaster Greenberg PC
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
BankProv
Frank Herron of Sterling Seacrest Pritchard Insurance is a member of XPX Atlanta
Frank Herron
Sterling Seacrest Pritchard Insurance
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Rebecca Bradley of Partnership Coaching, Inc. is a member of XPX Atlanta
Rebecca Bradley
Partnership Coaching, Inc.