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  • Exit Planning Exchange
Exit Planning Exchange
Dec
02

XPX Long Island: Holiday Luncheon

Details

Date & Time

Fri, Dec 2nd, 2022 â‹… 12:00pm - 2:00pm (EDT)

Location

Manhasset Bay Yacht Club 455 Main St, Port Washington, NY 11050

Tickets

Long Island & Tri-State Members
$50.00
Long Island & Tri-State Members Same Day/Walk-In Fee
$60.00
Non-Members
$65.00
Non-Members Same Day/Walk-In Fee
$75.00
Other XPX Chapter Members
$60.00
Other XPX Chapter Members Same Day/Walk-in Fee
$70.00
Guests

Registrants

39 people attended
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Cristina Givelechian of City National Bank is a member of XPX Long Island
Adam Brier of CBIZ is a member of XPX Long Island
+34
Spread some cheer and celebrate the holiday season with your fellow XPX Long Island members


Registration Fee:

XPX Long Island & Tri-State Members: $50.00 
XPX Long Island & Tri-State Members Same Day/Walk-In Fee: $65.00

Other XPX Chapter Members: $60.00
Other XPX Chapter Members Same Day/Walk-In Fee: $75.00

Non-Members: $75.00 
Non-Members Same Day/Walk-In Fee: $85.00

Pre-registration online is a must for catering planning.

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.
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
Marsh Private Client Services
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Adam Brier of CBIZ is a member of XPX Long Island
Adam Brier
CBIZ
CM
Christine Malafi
Campolo Middleton and McCormick, LLP
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
DD
Daniel Degeorgia
Danziger & Markhoff
Peter Opitz of Danziger & Markhoff LLP is a member of XPX Long Island
Peter Opitz
Danziger & Markhoff LLP
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
DS
Daniel Shulman
BNY Mellon Wealth Management
SJ
Stephen Jahelka
DSJ Advisory Group LLC
JX
Jing Xu
Citibank
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
GA
Glenn Aigen
EisnerAmper
TH
Thomas Heptig
Merrill Lynch
JB
Jodi Bloom-Piccione
EisnerAmper
JH
Jennifer Herbst
Paro
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
LH
Lily Hui
EisnerAmper LLP
SE
Steve Edney
PrestigePEO
Michael Palma of Traverse Capital Management is a member of XPX Long Island
Michael Palma
Traverse Capital Management
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
JB
James Bellissimo
BSB Accountants and Advisors
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
BW
Becky Wuest Creavin
Capital Group
KF
Keith Fensterer
EchoHill Consulting Group
JC
Joseph Calamia
Sales Tax Defense LLC
JW
John Watras
cowen
James Patten of Citibank is a member of XPX Long Island
James Patten
Citibank
JK
Jennifer Koo
Sales Tax Defense LLC
DT
Daniel Tisser
The Colony Group
Diana Hopkins of Ernst & Young is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
MS
Moses Sioni
Value Partners
PP
Peter Papagianakis
Business Law Firm LLC
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Anil
Newport LLC
Tom Attivissimo of Greiner Maltz Co of Long Island is a member of XPX Long Island
Tom Attivissimo
Greiner Maltz Co of Long Island