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  • Exit Planning Exchange
Exit Planning Exchange
Dec
05

XPX Maryland: Ultimate Holiday Party

Details

Date & Time

Mon, Dec 5th, 2022 â‹… 4:00pm - 6:00pm (EDT)

Location

Merriweather Lake House, Autograph Collection-10209 Wincopin Circle, Columbia, MD 21044

Tickets

Maryland Members Early Bird (through 12/1)
$60.00
Maryland Members Regular Fee
$65.00
Maryland Members Same Day/Walk-In Fee
$75.00
Non-Members Early Bird (through 12/1)
$70.00
Non-Members Regular Fee
$75.00
Non-Members Same Day/Walk-In Fee
$85.00
Guests

Registrants

54 people attended
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Tim Keffer of Windward Financial Advisors of Raymond James is a member of XPX Maryland
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
+49




Please join us for our

Ultimate Holiday Networking Event

Monday, December 5, 2022

4:00 - 6:00 pm

Merriweather Lake House
Autograph Collection
10209 Wincopin Circle, Columbia, MD 21044


Come celebrate the joy of the season with some of the most highly respected professionals in our area. This will be a great opportunity to reconnect with old XPX members and meet some of our new members and guests. Heavy hors d’ouevres and 2 drinks will be provided.


Event Pricing:

XPX Maryland Members Early Bird (through 12/1) $60.00
XPX Maryland Members Regular Fee $65.00
XPX Maryland Members Same Day Registration/Walk-In Fee $75.00

Non-Members Members Early Bird (through 12/1) $70.00
Non-Members Regular Rate $75.00
Non-members Same Day Registration/Walk-In Fee $85.00

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. 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.
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Tim Keffer of Windward Financial Advisors of Raymond James is a member of XPX Maryland
Timothy Keffer
Griffin Wealth Management of Raymond James
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
Janney Montgomery Scott
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
Kimberly Prescott of Prescott HR is a member of XPX Maryland
Kimberly Prescott
Prescott HR
ER
Edward Rothstein
Newport LLC
Steve Edwards of Edwards Performance Solutions is a member of XPX Maryland
Steve Edwards
Edwards Performance Solutions
Jamie Waldren of Wells Fargo Advisors is a member of XPX Maryland
Jamie Waldren
Wells Fargo Advisors
Virginia Dinzey-Taveras of Adaptive Bookkeeping & Consulting, LLC dba Adaptive Business Solutions is a member of XPX DC Metro
Virginia Dinzey-Taveras
Adaptive Bookkeeping & Consulting, LLC dba Adaptive Business Solutions
Chris Marasco of Sandy Spring Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn Solomon
Offit Kurman, P. A.
Mark Sauder of Merrill Lynch is a member of XPX Maryland
Mark Sauder
Merrill Lynch
KE
Kelly Ennis
The Verve Partnership
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
Brandon Miller of Three Twenty-One Capital Partners is a member of XPX Maryland
Brandon Miller
Three Twenty-One Capital Partners
AR
Arge Romero
Truist
AR
Andre Rogers
E3Insights
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
SS
Sean Sutherland
Kapowza
Tara Brummell of Truist Wealth is a member of XPX Maryland
Tara Brummell
Truist Wealth
BI
Brian Israel
FORVIS LLP
LV
Larry van Sant
The Van Sant Consulting Group Sandler Training
Greg Stone of Whiteford, Taylor & Preston, LLP is a member of XPX Maryland
Greg Stone
Whiteford, Taylor & Preston, LLP
RT
Robin Thomas
Truist
EW
Eric Wendler
Brown Schultz Sheridan & Fritz (BSSF), CPAs
FE
Fred Eikenberg
Sandy Spring Bank
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
KB
Karen Brogan
Capital Services, Inc.
TS
Tom Singleton
Driven
TF
Tim Finkelston
CBC Retirement Partners
Michael Mercurio Esq. of Offit Kurman, PA is a member of XPX Maryland
Michael Mercurio Esq.
Offit Kurman, PA
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
Moore Wealth Inc.
FJ
Frank Jones
Whiteford, Taylor & Preston, LLP
MD
Michael Duvall
FosterThomas Benefits
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Robert Brando
Firstrust Bank
SH
Steven Heller
Heller Kowitz Insurance Advisors
BK
Brian Kowitz
Heller Kowitz Insurance Advisors
MC
Mike Cammarata
Tide Creek
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
MK
Marty Krist
LPL Financial
MS
Michael Singer
Newmark
DB
Duncan Brooks
Alliant Insurance Services, Inc.
JF
James Foley
FosterThomas Benefits
DK
David Kuzma
Aquilo Private Wealth Advisors
Samantha Fisher of Paradigm Forensics, LLC is a member of XPX Maryland
Samantha Fisher
Vallit Advisors, LLC
JR
John Robinson
Cerebro Capital
JO
Joe O'Rourke
J.P. Morgan
BL
Bruce Luchansky
Luchansky Law
EB
Edward Bortnick
SKMB