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  • Exit Planning Exchange
Exit Planning Exchange
Sep
08

XPX Long Island: Program Year Kickoff

Details

Date & Time

Thu, Sep 8th, 2022 ⋅ 8:30am - 10:30am (EDT)

Location

Garden City Country Club - 206 Stewart Avenue, Garden City, NY 11530

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 9/5/2022)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Walk-in/Same Day Fee
$100.00
Other XPX Chapter Members Early Bird Early Bird (through 9/5/2022)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

43 people attended
JA
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
CM
James Patten of Citibank is a member of XPX Long Island
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
+38

Welcome back for the 2022/2023 XPX program year!!

We look forward to reconnecting with our XPX Long Island peers to introduce the new leadership team, discuss the upcoming program year and all the other benefit of the XPX community. 

The leadership team will discuss and review the benefits of:

  • Membership
  • Sponsorship
  • Engagement


Registration Fees:

Non-Members Early Bird (through 9/5/2022) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 9/5/2022) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

Please be aware of the Garden City Country Club's dress code of No Jeans or use of Cell Phones in the Clubhouse.

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

Long Island and Tri-State members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.

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.
JA
Jeffrey Appleman
CFO Consulting Partners LLC
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
CM
Christine Malafi
Campolo Middleton and McCormick, LLP
James Patten of Citibank is a member of XPX Long Island
James Patten
Citibank
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
CBIZ
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
Jeffrey Bass of Executive Strategies Group LLC is a member of XPX Long Island
Jeffrey Bass
Executive Strategies Group LLC
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
JH
Jennifer Herbst
Paro
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
SJ
Stephen Jahelka
DSJ CPA
MH
Michael Haltman
Hallmark Abstract Service LLC
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Moritt Hock & Hamroff LLP
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America
CC
Candice Cleaver
Eisner Advisory Group LLC
SK
Shawn Klotsche
The Wealth Alliance
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
TH
Thomas Heptig
Merrill Lynch
Deb Josephs of Deb Josephs Consulting, LLC is a member of XPX Long Island
Deb Josephs
Deb Josephs Consulting, LLC
AC
Andrew Crofton
Klingstein Fields Advisors
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
Michael Palagonia of Apollo Jets is a member of XPX Tri-State
Michael Palagonia
Hotaling Insurance Services
RA
Robert Altieri
Frankel Loughran Starr & Vallone LLP
TK
Tina Kassangana
Moritt Hock & Hamroff
KP
Ken Price
Wells Fargo
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon, Rappaport & Berkman PLLC
Maurice Palagonia of Mercer is a member of XPX Long Island
Maurice Palagonia
Mercer
SC
Stephen Cotugno
CLA Connect
Max Haspel of The Colony Group is a member of XPX Long Island
Max Haspel
The Colony Group
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
SC
Sam Curcio
Transworld Business Advisors of NY
SM
Sanjay Mukhi
City National Bank
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
DB
David Birnbaum
Morgan Stanley
DT
Daniel Tisser
The Colony Group
JX
Jing Xu
Citibank
TP
Tamra Postiglione
Signature NY
SE
Steven Eick
Touchstone Advisors
CR
Caitlyn Ryan
Moritt Hock & Hamroff LLP
KG
Katherine Galz