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  • Exit Planning Exchange
Exit Planning Exchange
Dec
08

XPX DC Metro: Annual Holiday Party

Details

Date & Time

Thu, Dec 8th, 2022 â‹… 5:00pm - 7:30pm (EDT)

Location

Stein Sperling offices located at: 1101 Wootton Parkway, Suite 700, Rockville, Maryland

Tickets

DC Metro Members
$0.00
Non-Members
$0.00
Guests

Registrants

47 people attended
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
GK
SG
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
+42





Where: Stein Sperling offices located at: 1101 Wootton Parkway, Suite 700, Rockville, Maryland

When: Thursday December 8th, 2022

Time: 5:00pm -7:30pm

XPX DC Members & Non-Members
Registration Fee: No charge.  Pre-registration online is required for catering planning.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
GK
Gordon Kimpel
Veritas Financial
SG
Stephanie Gumm
Horizon Advisory Group
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, 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
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
John Yun of Yun Wealth Management Group at RBC is a member of XPX DC Metro
John Yun
Yun Wealth Management Group at RBC
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Candace Kaplan of Kaplan Financial Group, LLC is a member of XPX DC Metro
Candace Kaplan
Kaplan Financial Group, LLC
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Taylor Devine of The CDI Group is a member of XPX DC Metro
Taylor Devine
The CDI Group
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
McMahon, Welch and Learned, PLLC
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
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
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Lizabeth Wesely-Casella of L-12 Services LLC is a member of XPX DC Metro
Lizabeth Wesely-Casella
L-12 Services LLC
MF
Margaret Fischer
Cortland Valuation Group
Barry Weinbaum of New York Life is a member of XPX DC Metro
Barry Weinbaum
New York Life
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
JH
John Hrastar
InterSource
SW
Skip West
MAXSA Innovations LLC
PS
Peter Schwartz
Vistage Worldwide
NN
Narayanan ( Raj) Natarajan
L.N. Holdings Inc
MM
Michael Mooney
Pilot Financial Advisors
LD
Linda Dawkins
EagleBank
JA
Josh A Friedson
Guaranteed Rate Mortgage
WP
William Passer
P3 Partners, Inc.
RA
Raul Ayala
Synergy Reach Network
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
The Business and Legal Advisors, LLC
MC
Mike Cammarata
Tide Creek Financial Group
Kwesi Robotham of Kingstowne Advisors, LLC is a member of XPX DC Metro
Kwesi Robotham
Kingstowne Advisors, LLC
CC
Catheryn Clune
STR Software
GN
Glenn Noble
ProudlyGive
MC
Michael Clark
Pierce Capital Partners LLC - Vienna, VA
David Ross of Garris Horn LLP is a member of XPX DC Metro
David Ross
Garris Horn LLP
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
JC
Julia Catuara
Catuara and Bell,Inc