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  • Exit Planning Exchange
Exit Planning Exchange
Sep
20

XPX Philadelphia - Know, Like, and Trust: Let’s Begin With Know (Members Only)

Details

Date & Time

Wed, Sep 20th, 2023 ⋅ 7:45am - 9:30am (EDT)

Location

Offices of Leaf Commercial Capital, Inc. - One Commerce Square 2005 Market Street, 14th Floor Philadelphia, PA 19103

Tickets

Philadelphia Sponsor
$0.00
XPX Philadelphia Members
$0.00
Guests

Registrants

14 people attended
William Cornelius of M&T Bank is a member of XPX Philadelphia
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Christian Sivel of Withum is a member of XPX Philadelphia
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
AR
+9

Every successful referral relationship involves knowing, liking, and trusting each other. We’ll spend some time getting to know each other a little better to help strengthen our referral networks.

Agenda:

7:45 – 8:00 am Coffee/Networking
8:00 – 9:15 am Program


Registration Fees:

XPX Philadelphia Members in good standing – FREE, there is no charge for this event but registration is required for headcount purposes.

Coffee and bagels will be provided.

This is an XPX Philadelphia member event only.


Thank you to our event host sponsor:



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
Herb Fineburg of Offit Kurman, P.A. is a member of XPX Philadelphia
Herb Fineburg
Offit Kurman, P.A.
Christian Sivel of Withum is a member of XPX Philadelphia
Christian Sivel
Withum
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
AR
Andrew Rutner
Creative Financial Group
OB
Omar Brown
Young America Capital
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
AF
Andrew Flogel
JP Morgan Private Bank
Joseph Armstrong of Offit Kurman is a member of XPX Philadelphia
Joseph Armstrong
Offit Kurman
Nella Bloom of Bloom & Bloom, LLC is a member of XPX Philadelphia
Nella Bloom
Bloom & Bloom, LLC
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve Economou
Grassi & Co,
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.