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  • Exit Planning Exchange
Exit Planning Exchange
Aug
01

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

Details

Date & Time

Mon, Aug 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

111 people attended
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
ED
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
WC
+106



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

The POWER OF 5 NETWORKING
THE SESSIONS RUNS ALL MONTH

DEADLINE  TO SIGN UP (ONLINE) IS AUGUST 1, 2022

(This is not an event happening on August1st.)
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 Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
ED
Erica Dumpel
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
Bruce La Fetra
Eastwood Strategy Advisors
WC
William Cornelius
M&T Bank
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Dominick Wallace of Wallace Capital Funding is a member of XPX Atlanta
Dominick Wallace
Wallace Capital Funding, LLC
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Holly Geerdes of Estate Law Center is a member of XPX Atlanta
Holly Geerdes
Estate Law Center
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
RR
Robert Rosner
Robert M , Rosner and Associates , Inc
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Michael Palagonia of Apollo Jets is a member of XPX Tri-State
Michael Palagonia
Hotaling Insurance Services
Donald Simon of Simon Financial Company is a member of XPX Atlanta
Donald Simon
Simon Financial Company
Orsolya Herbein of Brand3 Inc is a member of XPX Maryland
Orsolya Herbein
Brand3 Inc
JG
Jeffrey Glashow
Middlesex Savings Bank
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
MPN incorporated
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC Wealth Management
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
TR
Tyler Ridley
Weaver
BH
Bradley Hardy
KeyBank
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
DH
Denis Horrigan
Connecticut Wealth Management
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
LS
Laura Salpeter
Cassel Salpeter & Co., LLC
JH
Jennifer Herbst
Paro
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
JG
John Grzymala
Family Office Advisory Services
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
BN
Berk Nowak
Brown Advisory
ML
Michael Laur
Taxster
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
MA
Mark Avery
Hajjar Peters, LLP
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
SC
Steven Crowley
CFO Consulting Partners, LLC
Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
Howard Silvermintz
Tier 1 Capital of Georgia, LLC
MY
Mazal Yehezkely
IDB Bank
TS
Tom Sherwin
CEO Resources, Inc.
MK
Marty Krist
LPL Financial
JH
Josh Huseman
FNBO
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC
CL
Clarke Langrall
Forecast Strategic Advisors
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
Atlantic Capital Bank
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
Nicholas Carbone of Commonwealth Financial Group is a member of XPX Greater Boston
Nicholas Carbone
Commonwealth Financial Group
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
GK
Gordon Kimpel
Veritas Financial
SG
Stephanie Gumm
Horizon Advisory Group
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
UBS
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
DK
David Krietzberg
Krietzberg Wealth Management
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
LEVEL Management Partners, Inc.
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support Inc.
Michael Richmond of The DAK Group is a member of XPX New Jersey
Michael Richmond
The DAK Group
Melinda Adams of M&T Financial Partners is a member of XPX San Antonio
Melinda Adams
M&T Financial Partners
TK
Tim Kiernan
360 Consulting
SC
Stephen Chin
Financial Structures and Advisory, Inc.
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
AP
Amit Patel
Founders Legal
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Todd McGlauchlin of Expense Reduction Analysts is a member of XPX Dallas
Todd McGlauchlin
Expense Reduction Analysts
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
George Stephen of Supporting Strategies | Northern Chicago is a member of XPX Chicago
George Stephen
Supporting Strategies | Northern Chicago
TARA HODGENS of Advanced Corporate Solutions is a member of XPX South Florida
Tara Hodgens
Advanced Corporate Solutions
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Live Oak Bank
SS
Scott Stevens
44 Business Capital
Angel Salinas of Sandler Training San Antonio is a member of XPX San Antonio
Angel Salinas
Sandler Training San Antonio
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
IR
Ira Rovitz
Newmark Knight Frank
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
MG
Michael Gugliotti
SWBC PEO
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Jolene Risch of Risch Results is a member of XPX Dallas
Jolene Risch
Risch Results
Augusto Martinez of Freedom Strategy is a member of XPX Maryland
Augusto Martinez
Freedom Strategy
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC