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  • Exit Planning Exchange
Exit Planning Exchange
Dec
08

XPX Long Island: Holiday Luncheon

Details

Date & Time

Fri, Dec 8th, 2023 ⋅ 12:00pm - 2:00pm (EDT)

Location

Manhasset Bay Yacht Club 455 Main St, Port Washington, NY 11050

Tickets

Long Island & Tri-State Members
$55.00
Long Island & Tri-State Members Same Day/Walk-In Fee
$65.00
Non-Members Fee
$75.00
Non-Members Walk-in/Same Day Fee
$85.00
Other XPX Chapter Members
$65.00
Other XPX Chapter Members Same Day/Walk-in Fee
$75.00
Guests

Registrants

37 people attended
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Cristina Givelechian of City National Bank is a member of XPX Long Island
SJ
Becky Creavin of Peapack Private is a member of XPX Long Island
+32



Spread some cheer and celebrate the holiday season with your fellow XPX Long Island members.


Registration Fee:

XPX Long Island & Tri-State Members: $55.00
XPX Long Island & Tri-State Members Same Day/Walk-In Fee: $65.00

Other XPX Chapter Members: $65.00
Other XPX Chapter Members Same Day/Walk-In Fee: $75.00

Non-Members: $75.00
Non-Members Same Day/Walk-In Fee: $85.00

Refund Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. We are unable to issue a credit towards another meeting or individual, no substitutes.

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Citizens Bank
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Picus Consulting
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
SJ
Stephen Jahelka
DSJ Advisory Group LLC
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Wuest Creavin
Bison Wealth
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
White Horse Capital
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
GK
Gary Kane
Corporate Fuel
Anthony Citrolo of The NYBB Group is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
City National Bank
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
PS
Patricia Santoli
Wells Fargo Bank
Max Haspel of The Colony Group is a member of XPX Long Island
Max Haspel
The Colony Group
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
Morewood Funding, LLC
MG
Meaghan Gambino
BNY Mellon
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
Mimi Bishop of MGXW Consulting is a member of XPX Long Island
Mimi Bishop
MGXW Consulting
JG
Jackie Ghedine
MGXW Consulting
SR
Stephen Rupolo
Imperial Advisory
John Kozey of Onshore Funding is a member of XPX Long Island
John Cfa Kozey
OnShore Funding
RL
Robert Ludricks
Brown Brothers Harriman
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald Gelestino
Champion Elevator Corp.
Nkrumah Pierre of PKF O'Connor Davies is a member of XPX Long Island
Nkrumah Pierre
EisnerAmper
JV
Jim Vigna
Live Oak Bank
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
PT
Patricia Tupper
Bison Wealth
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Eric Altstadter of EisnerAmper LLP is a member of XPX Long Island
Eric Altstadter
EisnerAmper LLP
JH
Jennifer Herbst
Paro
Julius Picardi of Whitman Funding Solutions is a contact of XPX
Julius Picardi
Anlimar Consulting
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
KO
Kyle O’keefe
Wells Fargo Advisors