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  • Exit Planning Exchange
Exit Planning Exchange
Oct
05

XPX DC Metro: Networking Event

Details

Date & Time

Thu, Oct 5th, 2023 ⋅ 7:30am - 9:30am (EDT)

Location

The Tower Club (Tysons Corner): 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182

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

32 people attended
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Andy Schuman of Insperity is a member of XPX DC Metro
+27
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. For our October monthly meeting, we are planning a dedicated networking session!

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: 

Networking - 7:30 to 8:30 AM (EDT)
Program - 8:30 to 9:30 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

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring 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.
Lisa Kirchenbauer of Omega Wealth Management is a member of XPX DC Metro
Lisa Kirchenbauer
Omega Wealth Management
Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
BNY Mellon Wealth Management
BS
Bonnie Sewell
Dakota Wealth Management
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
GK
Gordon Kimpel
Veritas Financial
MZ
Mario Zumbo
Preserve Private Wealth
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
DB
Duncan Brooks
Alliant Insurance Services, Inc.
PS
Peter Schwartz
Vistage Worldwide
Michael Jones of The Community Foundation for Northern Virginia is a member of XPX DC Metro
Michael Jones
The Community Foundation for Northern Virginia
CG
Charlie Goodrich
Goodrich & Associates, LLC
Melinda Merk, JD, LLM, CFP®, AEP® of McCandlish Lillard, PC is a member of XPX
Melinda Merk
McCandlish Lillard
AG
Alex Goss
Live Oak Bank
DZ
Dustin Zeher.
Horizon Brokers
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
DF
Doug French
Truist
NN
Narayanan ( Raj) Natarajan
L.N. Holdings Inc
CN
Connie Neigel
Berenzweig Leonard LLP
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
JL
Jane Lovas
Lovas Consulting
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
MW
Matt Whitaker
Quantive Financial Advisors
Mike Rolfes of 1RIVET is a member of XPX Maryland
Mike Rolfes
1RIVET