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  • Exit Planning Exchange
Exit Planning Exchange
Sep
15

XPX Long Island: Program Year Kickoff

Details

Date & Time

Fri, Sep 15th, 2023 ⋅ 8:30am - 10:30am (EST)

Location

Garden City Country Club 206 Stewart Ave Garden City, NY 11530

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 9/12)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Walk-in/Same Day Fee
$100.00
Other XPX Chapter Members Early Bird (through 9/12)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

35 people attended
KC
FS
SL
SR
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
+30

Welcome back for the 2023/2024 XPX program year!!

This kick-off event will be a great opportunity to re-connect and network with existing and new XPX members and preview what’s in store for the new program year (based on member feedback, there will be some changes)

Registration Fees:

Non-Members Early Bird (through 9/12) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Other XPX Chapter Members Early Bird (through 9/12) – $55.00
Other XPX Chapter Members Regular Fee - $75.00
Other XPX Chapter Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

Long Island & Tri-State Members in good standing are free. Join our membership today!

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME 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.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
KC
Keith Conway
Sovereign Business Advisors
FS
Frank Soler
Sovereign Realty Group
SL
Suzanne Lisanti
PuzzleHR
SR
Steve Ramerini
COMEPL CEOs
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Enterprises, LLC
JH
Jennifer Herbst
Paro
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
SR
Stephen Rupolo
Imperial Advisory
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
JW
Jeffrey Weiner
hkm associates
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
JV
Jim Vigna
Live Oak Bank
Michael Palagonia of Apollo Jets is a member of XPX Tri-State
Michael Palagonia
Hotaling Insurance Services
DS
Daniel Shulman
BNY Mellon Wealth Management
MA
Michael Ahmed
Flagstar Bank, N.A.
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
DT
Daniel Tisser
The Colony Group
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
JF
John Fitzgerald​
Berdon Advisors LLC
AG
Alexander Gayer
Meltzer, Lippe, Goldstein & Breitstone, LLP
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
RC
Ram Capoor
Axion Alpha Advisors
Andrew Taffurelli of Floyd Advisory LLC is a member of XPX Tri-State
Andrew Taffurelli
Floyd Advisory LLC
RL
Robert Ludricks
Brown Brothers Harriman
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Wuest Creavin
Bison Wealth