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  • Exit Planning Exchange
Exit Planning Exchange
Sep
28

XPX Hartford CT: The Current Environment and Outlook for M&A and Middle Market Lending

Details

Date & Time

Wed, Sep 28th, 2022 ⋅ 8:00am - 10:00am (EDT)

Location

The Hartford Club, 46 Prospect St, Hartford, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 9/25)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Registration/Walk-In Fee
$100.00
Other XPX Chapter Members Early Bird (through 9/25)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Same Day Registration/Walk-In Fee
$85.00
Guests

Registrants

30 people attended
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Christopher Martens of Cross Insurance is a member of XPX Tri-State
WM
AK
Kevin Murray of Business Seller Center is a member of XPX Tri-State
+25

We are excited to welcome you back IN PERSON for XPX Hartford’s first event of the year. With challenging forecasts ahead we are excited to share the outlook for middle market M&A and commercial lending. Please join us as we hear from Jeff Klaus (Regional President, Berkshire Bank) and Deborah Agrafojo (Partner, Touchstone Advisors) as we learn what to expect as we close out the year and look towards 2023.

Our Speakers:

Jeff Klaus
Regional President
Berkshire Bank

Deborah Agrafojo
Partner
Touchstone Advisors


Moderator:

Carlos Salmon
Senior Vice President
CIC Wealth

Registration Fees:

XPX CT & Tri-State Members in good standing are FREE. Join our membership today!


Non-members:
$75.00 Early Bird (through 9/25)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:
$55.00 Early Bird  (through 9/25)
$75.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Includes full breakfast.


BRING A FIRST TIME GUEST TO XPX!

XPX CT 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, no substitutes.



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
WM
William Murray
MPI
AK
Ali King
Carter Morse Goodrich
Kevin Murray of Business Seller Center is a member of XPX Tri-State
Kevin Murray
Business Seller Center
RA
Rick Allen
Great Hill Advisors
MM
Michael McGuire
Key Bank
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
BF
Brian Fischer
Day Pitney LLP
RF
Ruth Fortune
Wiggin and Dana LLP
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Salmon
CIC Wealth, LLC
BK
Brian Keigan
Executive Financial Solutions Group, LLC
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Matthew Gaul of Carmody Torrance Sandak & Hennessey LLP is a member of XPX Hartford
Matthew Gaul
Carmody Torrance Sandak & Hennessey LLP
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
HJ
Hans Jung
Berkshire Bank
JC
Jason Cohen
Drew & Cohen, P.C.
BK
Brian Kerrigan
Whittlesey
GM
Greg Mickelson
Standish Network Search
JC
Jay Cohen
Giordano Halleran & Ciesla
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
AK
Andrew Koutroumanis
GrantThornton LLP
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
JK
Jeff Klaus
Berkshire Bank
Thomas Candrick, Jr. of Carmody Torrance Sandak & Hennessey LLP is a member of XPX
Thomas Jr. Candrick
Carmody Torrance Sandak & Hennessey LLP
MP
Michael Pandolfi
Rockland Trust
CZ
Christoper Zell
Bank of America