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  • Exit Planning Exchange
Exit Planning Exchange
Nov
15

XPX Charlotte: Creating our chapter’s “Community Membership Map” (MEMBERS ONLY)

Details

Date & Time

Tue, Nov 15th, 2022 ⋅ 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

28 people attended
JB
RS
KR
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
+23

You will not want to miss this event!

Based in member input from the Sept planning meeting, we have changed the November event.

The end deliverable of this event will be a ‘Chapter Membership Map’. An ongoing chapter resource which will help clearly communicate and position to our chapter community at large each of our respective areas of expertise and where and how each of our respective services fit within the overall exit planning lifecycle.

This will be a highly engaging and interactive program in which you will have the opportunity to educate your fellow members your areas of expertise and key services. And, as a result, serve as referral resource to our member community of who the “Go To” experts are when a need arises with any of our clients.

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

Co-facilitators : Dianne Chase and Michelle Fritsch

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.
JB
Julie Bradlow
DarrowEverett LLP
RS
Russ Sorrells
Pinnacle Implementer
KR
Ken Reda
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
EL
Ellen Linares
Selwyn Financial LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
BS
Brian Steen
Steen Valuation Group, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
TW
Tom Wilson
DecisionPoint Advisors
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
Jack Tompkins
Pineapple Consulting Firm
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
Yvonne Levine
YGL Enterprises, Inc
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
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
KQ
Kyle Quinlivan
BANK OF AMERICA PRIVATE BANK
RE
Ron Elmore
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
JH
John Hamrick