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  • Exit Planning Exchange
Exit Planning Exchange
Sep
20

XPX Charlotte: Fall Kickoff Social – Pre September Monthy Event

Details

Date & Time

Wed, Sep 20th, 2023 ⋅ 3:00pm - 4:00pm (EDT)

Location

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

37 people attended
Michael Stier of FocusCFO is a member of XPX Charlotte
Candace Cline of UBS is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
+32

Let’s take and opportunity to visit with each other to kick off the next fiscal year of XPX by gathering in the amenity space at the Capital Towers and mingle before our next engaging topic presentation.

Event Pricing:

No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes. Wine, beer, water and light Hors D’oeuvres will be provided.

(Member referral is required- members must email angie@exitplanningexchange.com to sign up their guest).

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
BS
Brian Steen
Steen Valuation Group, LLC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurance
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
EE
Erika Erlenbach
ASCENSION LAW
MP
Mark Pompeo
Live Oak Bank
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
DK
David Kostmayer
GBK CPA
EF
Emily Fisher
Fisher Accountants
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein
SP
Stephanie Putala
Arthur J Gallagher
Allen Maupin of Edward Jones is a member of XPX Charlotte
Allen Maupin
Edward Jones
VH
Violeta Huesman
Xecutive Metrix, Co.
Craig Field of Ryan Geer Field & Rhodes PLLC is a member of XPX Charlotte
Craig Field
Ryan Geer Field & Rhodes PLLC
AM
Adrienne Matt
JT
Jonathan Tedesco
Morgan Stanley
CP
Chad Pike
CoThryve