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  • Exit Planning Exchange
Exit Planning Exchange
Jun
15

XPX DC Metro: Networking Event

Details

Date & Time

Thu, Jun 15th, 2023 ⋅ 7:30am - 9:30am (EDT)

Location

Bethesda Country Club|7601 Bradley Blvd, Bethesda, MD 20817

Tickets

DC Metro Members
$35.00
DC Metro Members Same Day/Walk-In Fee
$45.00
DC Metro Sponsors
$0.00
Non-Members
$60.00
Non-Members Same Day/Walk-In Fee
$70.00
Other XPX Chapter Members
$45.00
Other XPX Chapter Members Same Day/Walk-In Fee
$55.00
Guests

Registrants

23 people attended
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
HP
Andy Schuman of Insperity is a member of XPX DC Metro
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
+18

Over the past several months many of our members have expressed a desire to have more networking time to get to know other XPX members. So this month, we are planning a dedicated networking session. When we meet at Bethesda Country Club, we will have an extended period of networking time prior to breakfast being served. Then at breakfast we will have some “Seed Questions” to facilitate getting to know each other’s specialties in the Exit Planning arena.

We’ve had numerous new members join in the past few months, so if you haven’t attended in a while, please join us for this fun event!

AGENDA: 

Arrival/Check in – 7:30 AM (EDT)

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day/Walk-in Fee - $45.00

Other XPX Chapter Members – $45.00
Other XPX Chapter Members Same Day/Walk-in Fee - $55.00

Non-Members – $60.00
Non-Members Same Day/Walk-in Fee – $65.00

Food and beverages are included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring potential member as a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest.

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/not transferable.



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
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
HP
Hans Ploeg
Epic Brokers
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
Altman Associates
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
MZ
Mario Zumbo
Preserve Private Wealth
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
BNY Mellon Wealth Management
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Maura Fredericks, MA, PCC of Maura Fredericks, LLC is a member of XPX DC Metro
Maura Pcc Ma Fredericks
Maura Fredericks, LLC
BS
Bonnie Sewell
Dakota Wealth Management
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
SH
Sara Hartary
BizOps Solved
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
NN
Narayanan ( Raj) Natarajan
L.N. Holdings Inc
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
NM
Nikki Macdonald
Northwestern Mutual
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.