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  • Exit Planning Exchange
Exit Planning Exchange
Sep
14

XPX Charlotte: Member small group networking & discussions. Recap of year 1.

Details

Date & Time

Wed, Sep 14th, 2022 â‹… 3:30pm - 5:00pm (EDT)

Location

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

29 people attended
Steve Melton of Relation Insurance is a member of XPX Charlotte
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
Gary Smith of Venn Law Group is a member of XPX Charlotte
+24

Please join us as we shake off the summer and kick off year 2 of our chapter. This event will be a very interactive session amongst all attendees.

The primary objective is to facilitate connections and community building amongst members through small group discussions. We will also be seeking your feedback on our first year and suggestions for improving event formats and topics. It’ll be fun!

And, as usual, we will continue the community building via our social hour immediately following the event.

Facilitated by Michelle Fritsch and Dianne Chase.


Educational Event Pricing:

Free for XPX Charlotte members and their invited guests. (Member referral is required- members must email angie@exitplanningexchange to sign up their guest)

Subsequent social event will feature a cash bar.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO - Carolinas
Gary Smith of Venn Law Group is a member of XPX Charlotte
Gary Smith
Venn Law Group
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
BS
Benjamin Stradtmann
Schooley Mitchell
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
BS
Brian Steen
Steen Valuation Group, LLC
RB
Robert ("bob") Beggs
HomeTrust Bank
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
RO
Ryan Olander
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
EL
Ellen Linares
Selwyn Financial LLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
RS
Rodney Sharples
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
JA
Jackie Austell
Goldman Sachs
RP
Roy Pelkey
Pelkey Consulting Group
SN
Sulayman Nyang
Edward Jones
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald Benedict
PNC Wealth Management