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  • Exit Planning Exchange
Exit Planning Exchange
Sep
29

XPX Philadelphia: BUXMONT Event

Details

Date & Time

Thu, Sep 29th, 2022 â‹… 7:30am - 9:00am (EDT)

Location

Turning Point Restaurant Village of Newtown 2841 South Eagle Road Newtown, Pa 18940

Tickets

Non-members
$40.00
Philadelphia Sponsor
$0.00
XPX Members
$0.00
Guests

Registrants

13 people attended
AF
SF
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
+8

LIVE and BACK IN BUCKS: Planning for 2022-2023

We look forward to reconnecting with our XPX Bucks and Montgomery county peers to discuss the upcoming program year and a lively discussion about how advisors can support their clients in a post-covid business environment.

Registration Fee:

XPX Philadelphia Members: No Charge
Non-members: $40.00 (will be applied towards membership if you join before the next meeting!)  Join our membership today!

Registration includes coffee, tea, or another beverage.  

BRING A FIRST-TIME GUEST TO XPX!

XPX Philadelphia 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.
AF
Andrew Flogel
JP Morgan Private Bank
SF
Sam Feldbaum
Rockwood Wealth Management
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Cynthia Bergvall of Bee, Bergvall & Co is a member of XPX Philadelphia
Cynthia Bergvall
Bee, Bergvall & Co
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
David DeMuth of CFO Consulting Partners, LLC is a member of XPX Philadelphia
David Demuth
CFO Consulting Partners LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
NB
Nicole Boytin
Penn Community Bank
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank