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  • Exit Planning Exchange
Exit Planning Exchange
Nov
02

XPX DC Metro: Bring Out The Best In Yourself - And Those Around You

Details

Date & Time

Thu, Nov 2nd, 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

50 people attended
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
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
+45

Motivational Speaker


Frances Cole Jones is the author of “How to Wow: Proven Strategies for Selling Your (Brilliant) Self in any Situation” “The Wow Factor: 33 Things Your Must (and Must Not) Do to Guarantee Your Edge in Today’s Business World” and “Wow Your Way into the Job of Your Dreams”

Time Magazine said, “Jones’ shrewd book will give the nervously employed that requisite competitive career edge.”

Frances has been helping clients present their best selves since 1997. Her focus is on helping you catch your customer’s attention and keep their trust.


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.
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
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
Patrick Guthrie of AltaView Advisors LLC is a member of XPX Maryland
Patrick Cfa Guthrie
AltaView Advisors LLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
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
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
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Michael Metz of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
Michael Jones of The Community Foundation for Northern Virginia is a member of XPX DC Metro
Michael Jones
The Community Foundation for Northern Virginia
BS
Bernard Suissa
Suissa Private Wealth of Wells Fargo Advisors
AA
Abimbola Audena
MBA Growth Partners
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
HS
Haywood Sarkes
Wells Fargo advisors
Edward Bortnick of skmb,p.a.(Cpa's & Business Valuators) is a member of XPX DC Metro
Edward Bortnick
skmb,p.a.(Cpa's & Business Valuators)
CM
Chhaya Muth
Capital Bank
CM
Chhaya Muth
Capital Bank
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
FJ
Frances Jones
AJ
Adam Jefferis
EA
Eric Ashburn
Melinda Merk, JD, LLM, CFP®, AEP® of McCandlish Lillard, PC is a member of XPX
Melinda Merk
McCandlish Lillard, PC
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Edward Snyder of Snyder Cohn is a member of XPX DC Metro
Edward Snyder
Snyder Cohn
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
VS
Vidya Sankar
Red Cedar Consultancy
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
GK
Gordon Kimpel
Veritas Financial
MZ
Mario Zumbo
Preserve Private Wealth
MC
Martine Charles
MARC Global Communications
BG
Benjamin Green
Greenberg, Wexler & Eig, LLC
AG
Alex Goss
Live Oak Bank
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation Group, Inc.
JL
Jane Lovas
Lovas Consulting
CN
Connie Neigel
Berenzweig Leonard LLP
QC
Quinton Clemm
Chevy Chase Trust