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  • Exit Planning Exchange
Exit Planning Exchange
Jan
01

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

Details

Date & Time

Sun, Jan 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

109 people attended
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
CM
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
+104


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 JANUARY 1, 2023

(This is not an event happening on January 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.
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
CM
Chris Moreno
Bernstein Private Wealth
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Kenny Baer of Baer Wealth is a member of XPX Atlanta
Kenny Baer
Baer Wealth
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
Neri Capital Partners
Dan Ricks of Bright Water Consulting, LLC is a member of XPX Atlanta
Dan Ricks
Bright Water Consulting, LLC
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Sourced.
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
Maurice Palagonia of Mercer is a member of XPX Long Island
Maurice Palagonia
Mercer
PD
Philip Danisi
DANISI LAW
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Tracy Falagrady of USI is a member of XPX Atlanta
Tracy Falagrady
USI
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Austin
Gregory Kostiuk
StratEX Sales LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Larry Rollins of Twenty Four Wealth is a member of XPX Fairfield County
Larry Rollins
Twenty Four Wealth
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
CSSI Inc. (Cost Segregation Services Inc.)
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
C-Suite Impact Deal Makers
AR
Alexander Roesner
Black Diamond Financial
Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Lauren Schwimmer
Flaster Greenberg PC
William Duguay of EOS Worldwide is a member of XPX Hartford
Bill Duguay
EOS Worldwide
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
AssuredPartners
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Michael Johnson of Hyde Park Capital is a member of XPX Nashville
Michael Johnson
Hyde Park Capital
Kevin Sledge of Synovus is a member of XPX Atlanta
Kevin Sledge
Synovus
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
James Rosenblatt of Rosenblatt Law Firm is a member of XPX San Antonio
James Rosenblatt
Rosenblatt Law Firm
BN
Berk Nowak
Brown Advisory
David Cohn of Epikus Business Consulting is a member of XPX Triangle
David Cohn
Epikus Business Consulting
TS
Tom Sherwin
CEO Resources, Inc.
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
Raymond James
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
TR
Ted Rosen
Akerman LLP
LH
Leonard (ladd) Hirsch
Bradley LP
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan Pendleton
South State Bank
Nate Woods of ActionCOACH Peachtree is a member of XPX Atlanta
Nate Woods
Peachtree Coaching Group - ActionCOACH
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Rhonda Rosen of SeatonHill is a member of XPX New Jersey
Rhonda Rosen
SeatonHill
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
CL
Clarke Langrall
Forecast Strategic Advisors
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Klingenstein Fields Advisors
JD
Josiah Day
Community Foundation for Northern Virginia
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
Andrew Louder of Louder Co. is a member of XPX Dallas
Andrew Louder
Louder Co.
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Xavier Lederer of Ambrose Growth is a member of XPX Hartford
Xavier Lederer
Ambrose Growth
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
Fourth Capital Bank
Daniel Magill of ClearPath Results is a member of XPX Houston
Daniel Magill
ClearPath Results
Shelley Miller of ICA Group is a member of XPX New York
Shelley Miller
ICA Group
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Rochelle Lisner of Dynamic Business Growth is a member of XPX New York
Rochelle Lisner
Dynamic Business Growth
FS
Frank Spezzano
irus advisory
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Bernstein Private Wealth Management
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Bob Pravder of Robert Pravder Consulting, LLC is a member of XPX Fairfield County
Bob Pravder
Robert Pravder Consulting, LLC
TK
Tim Kiernan
360 Consulting
Jack Chang of DGP Capital is a member of XPX Houston
Jack Chang
DGP Capital
Alan Schoenberger of Endeavor Financial Planning is a member of XPX Long Island
Alan Schoenberger
Endeavor Financial Planning
Ashley Edwards Altman of ivision is a member of XPX Atlanta
Ashley Edwards
Insperity
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
Martin Imm of Capital Access Strategies, a division of Martin H. Imm & Associates is a member of XPX Greater Boston
Martin Imm
Capital Access Strategies, a division of Martin H. Imm & Associates
JC
Jen Colby
Bernstein
BC
Burt Copeland
New Life CFO Services, LLC.
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Daniel Drabinski
Bluecrest FA
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Cindy Atkinson of Hartman Executive Advisors is a member of XPX Maryland
Cindy Atkinson
Hartman Executive Advisors
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
DM
Doug Marcheschi
Daniel & Henry Insurance and Risk Managment
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
DG
David Gutt
BNY Mellon
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Vaupen Financial Advisors, LLC
SS
Sam Seekins
Goldman Sachs
JA
Jeffrey Appleman
CFO Consulting Partners LLC
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
SS
Scott Stevens
44 Business Capital
Max Heller of Centri Business Consulting, LLC is a member of XPX Philadelphia
Max Heller
Centri Business Consulting, LLC
Kent Schwarz of Becker LLC is a member of XPX New Jersey
Kent Schwarz
Becker LLC
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Lighthouse Financial Network, LLC
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher Coates
SES ESOP Strategies
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
Capital Concepts USA LLC
DM
Dan Mahoney
Insperity
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Danny Baer of Floyd Advisory LLC is a member of XPX Greater Boston
Danny Baer
Floyd Advisory LLC
John Spencer of Clear Direction Sales Development is a member of XPX Austin
John Spencer
Clear Direction Sales Development
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
Greg Stone of Whiteford, Taylor & Preston, LLP is a member of XPX Maryland
Greg Stone
Whiteford, Taylor & Preston, LLP