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  • Exit Planning Exchange
Exit Planning Exchange
Mar
13

NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)

Details

Date & Time

Mon, Mar 13th, 2023 â‹… 12:55pm - 2:00pm (EST)

Location

Virtual - you'll receive login info upon registration and are welcome at one or both sessions

Tickets

Guests

Registrants

58 people attended
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
DG
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
+53

Due to member feedback, we're introducing a NEW FORMAT to our monthly program!

This month, we are continuing to test drive a new format for our Cross-Chapter Power Networking session: two virtual meetings each month open to all members (registration required--you are welcome at one or both).

 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:

  • Join the Zoom session promptly (the groups get formed right on the hour!)
  • During this 1-hour program, our Global team will organize three rounds of 20-minute breakout sessions
  • For each breakout session, you'll be automatically assigned with a group with two fellow XPX members (you'll meet up to a total of six new people in each hour)
Power Networking 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!

If you have any questions, please email us.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
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.
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communications
David Hern of Sofer Advisors, LLC is a member of XPX Atlanta
David Hern
Sofer Advisors, LLC
DG
David Gutt
BNY Mellon
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Chad Ettmueller of JCR Settlements, LLC is a member of XPX Atlanta
Chad Ettmueller
JCR Settlements, LLC
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
The Value Track
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Neri Capital Partners
Jeff Schott of Tactegy LLC is a member of XPX South Florida
Jeff Schott
Tactegy LLC
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
David Wilson of Sincerus Advisory is a member of XPX New York
David Cepa Cfa Cfp Wilson
Sincerus Advisory
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
JG
John Grzymala
Art Unlimited Advisors LLC
Cary Clayborn of Profit Inc is a member of XPX Dallas
Cary Clayborn
Profit Inc
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Edwards Holliday of Atlantic Leadership Group is a member of XPX Maryland
Edwards Holliday
Atlantic Leadership Group
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (j.d.) Heiden
Expense Reduction Analysts
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles Faron
Ewing Hill Advisors, Inc.
MW
Mark Wigder
Coats Rose
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Rana M Gorzeck PA
Alicia Parr of Performentor LLC is a member of XPX Triangle
Alicia Parr
Performentor LLC
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
JP Morgan Private Bank
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey
Dallas Cepa® Herold
Edward Jones
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Expense Reduction Analysts
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Sean Wieland of Tannhauser Financial is a member of XPX Philadelphia
Sean Wieland
Tannhauser Financial
Karen Powell of ASC is a member of XPX Atlanta
Karen Powell
ASC
Brett Donahoo of Marsh is a member of XPX Austin
Brett Donahoo
Marsh
Nicholas Guerra of Guerra Tax and Wealth Planning, PA is a member of XPX Miami
Nicholas Guerra
Guerra Tax and Wealth Planning, PA
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Eli Everett of Goldman Sachs is a member of XPX Chicago
Eli Everett
Goldman Sachs
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
Howard Silvermintz
Tier 1 Capital of Georgia, LLC
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Jerry Gauthier of Live Oak Bank is a member of XPX Maryland
Jerry Gauthier
Live Oak Bank
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
DK
David Krietzberg
Krietzberg Wealth Management
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
Ken Nixon
Expense Reduction Analysts
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
TK
Tim Kiernan
360 Consulting
WW
William Wilcoxson
Osage Advisors
ER
Edward Rivadeneira
Netrex Capital Markets
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting