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  • Exit Planning Exchange
Exit Planning Exchange
Jun
15

XPX Maryland: Members Only Affinity Group - Case Study: Is your Client’s Business Foundation built on Sand or Stone?

Details

Date & Time

Thu, Jun 15th, 2023 ⋅ 8:00am - 10:00am (EDT)

Location

Cured/18th & 21st: 10980 Grantchester Way #110, Columbia, MD 21044

Tickets

Maryland Members Early Bird (through 6/8)
$35.00
Maryland Members Regular Fee
$45.00
Maryland Members Same Day/Walk-In Fee
$55.00
Speakers
$0.00
Guests

Registrants

17 people attended
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
AQ
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Brandon Miller of Three Twenty-One Capital Partners is a member of XPX Maryland
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
+12

XPX Maryland: Members Only Affinity Group


XPX Maryland is excited to host a case study to discuss the impact of a proper foundation on the growth, value and transition of a business.

We will break into small groups to discuss the case study presented.

We look forward to seeing you there!

Event Pricing:

Maryland Members Early Bird (through June 8th) – $35.00

Maryland Members Regular Rate – $45.00

SAME DAY/WALK-IN FEE:

Maryland Members Regular Rate – $55.00

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, not transferable/substitutes.



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
EPE Wealth Advisors
AQ
Anabel Quintero
MV Financial
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
Brandon Miller of Three Twenty-One Capital Partners is a member of XPX Maryland
Brandon Miller
Three Twenty-One Capital Partners
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Jack McGuinness of Relationship Impact, LLC is a member of XPX Maryland
Jack McGuinness
Relationship Impact, LLC
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
AR
Alexander Roesner
Black Diamond Financial
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
TE
Tigh Eisenberg-Rayburn
E&R Business Consulting
Chris Cocca of Strategic Sales Solutions, LLC is a member of XPX Maryland
Chris Cocca
Strategic Sales Solutions, LLC
AR
Andre Rogers
E3Insights
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Larry Holmes of Columbia Consulting Group is a member of XPX Maryland
Larry Holmes
Columbia Consulting Group
DK
David Kuzma
Aquilo Private Wealth Advisors
RS
Rosa Scharf
Univest Bank & Trust Co