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  • Exit Planning Exchange
Exit Planning Exchange
Apr
20

XPX Chicago: Case Study & Breakfast

Details

Date & Time

Thu, Apr 20th, 2023 â‹… 7:30am - 9:00am (CDT)

Location

Butterfield Country Club, 2800 Midwest Rd, Oak Brook, IL 60523

Tickets

Chicago XPX Members
$30.00
Chicago XPX Members Same Day/Walk-in Fee
$40.00
Non Members
$55.00
Non Members Same Day/Walk-in Fee
$65.00
Guests

Registrants

32 people attended
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Brad Mart of PivotPoint Company is a member of XPX Chicago
CS
AK
KM
+27

Have you ever wondered how other advisors approach issues you also face? At this meeting, you will get to know your colleagues through their responses to short case study hypotheticals and discussion over breakfast. This is a great way to build your relationships and see which advisors you would like to get to know better outside the meeting!



AGENDA: 7:30-9AM

Networking 7:30-8AM
Breakfast, Presentation and Q&A from 8-9AM

REGISTRATION FEES:

XPX Chicago Members: $30
XPX Chicago Members Same Day/Walk-in Fee: $40

Non-Members $55
Non-Members Same Day/Walk-in Fee: $65

Buffet breakfast included.

Pre-registration online is a must for catering planning.

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/transfers.



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Liss & Lamar, P.C. | FranLaw
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
CS
Carlos Sava
ProCFO Partners
AK
Allen Kutchins
KRD, Ltd.
KM
Keith Mooney
Mooney Lyons Financial Advisors
James Van Ham, CLU, ChFC, LACP of Van Ham and Tan Financial is a member of XPX Chicago
James Chfc Clu Cfp van Ham
Van Ham and Tan Financial
MS
Michael Schodrof
UBS
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Goldberg Heinze Business Advisors
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
Wintrust Financial
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert "bob" Happ
Armarius Software
Mike Lindert of Strategic Elevation LLC, powered by Sales Xceleration is a member of XPX Chicago
Mike Lindert
Sales Xceleration
James Brace of Brace MCS is a member of XPX Chicago
James Brace
Brace MCS
Marc Bartolini of Entre Commercial Realty LLC is a member of XPX Chicago
Marc Bartolini
Entre Commercial Realty LLC
JT
Joseph Turek
MW Supply Chain Services
DM
Dan Mahoney
Insperity
SR
Srbo Radisavljevic
KRD Wealth Management LLC
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
Century Sales Solutions, LLC
SD
Seth Deutsch
Samson Operating Partners
Markus May of May Law Firm, LLC is a member of XPX Chicago
Markus May
May Law Firm, LLC
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
American Community Bank & Trust
JL
Jason Luksis
Kutchins, Robbins & Diamond, Ltd.
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
LA
Luis Alba
Huntington National Bank
Tim Carroll of Busey Bank is a member of XPX Chicago
Tim Carroll
Busey Bank
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
UBS Financial Services Inc.
PA
Patti Anderson
First National Bank Small Business Finance
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
Engage PEO
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
Elliot Hershik of DECO Accounting Services is a member of XPX Chicago
Elliot Hershik
Supporting Strategies|Chicago Far West Suburbs