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  • Exit Planning Exchange
Exit Planning Exchange
Dec
01

Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS DECEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN DECEMBER

Details

Date & Time

Thu, Dec 1st, 2022 â‹… 12:00am - 11:00pm (EDT)

Location

Your Group Leader Will Reach Out to Set a Date / Time to meet

Tickets

Guests

Registrants

102 people attended
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
David Shavzin of The Value Track is a member of XPX Atlanta
Eli Everett of Goldman Sachs is a member of XPX Chicago
+97


Your Group Leader Will Reach Out To Set A Date / Time

The POWER OF 5 NETWORKING
The Sessions Run All Month In December

DEADLINE TO SIGN UP (ONLINE) IS DECEMBER 1, 2022

(This is not an event happening on December 1st.)
Please read the description below.

The Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

Here's how the Power Networking works:

  • We'll match you with a group of around five fellow members of from other XPX Chapters
  • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
  • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
  • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

Let me know if you have any question please email us

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nicholas Ciampanelli
National Financial Network
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Eli Everett of Goldman Sachs is a member of XPX Chicago
Eli Everett
Goldman Sachs
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
JG
John Grzymala
Family Office Advisory Services
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Greg Stone of Whiteford, Taylor & Preston, LLP is a member of XPX Maryland
Greg Stone
Whiteford, Taylor & Preston, LLP
Leonard (Ladd) Hirsch of Bradley LP is a member of XPX Dallas
Leonard (ladd) Hirsch
Bradley LP
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
KE
Kelly Ennis
The Verve Partnership
Alex Weatherall of Expense Reduction Analysts, Inc. is a member of XPX Greater Boston
Alex Weatherall
Expense Reduction Analysts, Inc.
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
IR
Ira Rovitz
Newmark
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
BN
Berk Nowak
Brown Advisory
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Philip Armes of Northern Trust is a member of XPX Houston
Philip Armes
Northern Trust
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Michael Landers of UHY LLP is a member of XPX Houston
Michael Landers
UHY LLP
TR
Ted Rosen
Akerman LLP
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
NL
Nicholas Lococo
Marcum LLP
BF
Brian Fischer
Day Pitney LLP
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
TK
Tim Kiernan
360 Consulting
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
KE
Kristin E Robertson
Brio Leadership, an EOS Implementer Company
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
LC
Lori Cunningham
Trivest Partners
Peter Colgan of https://www.citrincooperman.com/ is a member of XPX Tri-State
Peter Colgan
https://www.citrincooperman.com/
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
Fourth Capital Bank
John Pauciulo of Pauciulo Law Firm, LLC is a member of XPX Philadelphia
John Pauciulo
Pauciulo Law Firm, LLC
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Edelman
Edelman & Associates
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Four Springs Capital
Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
ActionCOACH of Central West Houston
RL
Robert Lorenson
TD Bank, N.A.
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Cepa® Cfp® Fasi
UBS
AD
Alexis Dowell
RISCH RESULTS
SH
Shelli Howlett
SUMMi7 | Business Scaling - Purpose Driven Company
WM
William Murray
MPI
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
OB
Omar Brown
Young America Capital
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
Tom Poltersdorf of Beyond Your Exit Wealth Management is a member of XPX Philadelphia
Tom Poltersdorf
Beyond Your Exit Wealth Management
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
SN
Sulayman Nyang
Edward Jones
SS
Scott Stevens
44 Business Capital
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
DM
David Mills
Morgan Stanley
Taber Wetz of C-Suite Support is a member of XPX Dallas
Taber Wetz
C-Suite Support
SS
Sam Seekins
Goldman Sachs
Phillip Williams of P&P Business Solutions is a member of XPX Atlanta
Phillip Williams
P&P Business Solutions
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
George Mayfield of Frameworks Consortium is a member of XPX Dallas
George Mayfield
Frameworks Consortium
SC
Steven Crowley
CFO Consulting Partners, LLC
AO
Alex Olson
KLR Wealth Management
JW
Jennifer Wagner
Grant Thornton 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
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support Inc.
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
GK
Gordon Kimpel
Veritas Financial
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Roxann Smithers of Smithers Law Group, LLC is a member of XPX Atlanta
Roxann Smithers
Smithers + Ume-Nwagbo, LLC
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
MN
Mark Nuelle
B2B CFO
Mike Lindert of Strategic Elevation LLC, powered by Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
Scott Ward of Corporate Real Estate Advisors, ITRA Global is a member of XPX Atlanta
Scott Ward
Corporate Real Estate Advisors, ITRA Global
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC