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  • Exit Planning Exchange
Exit Planning Exchange
Sep
28

XPX Philadelphia Bucks & Montgomery County Meeting - Know, Like, and Trust: Let’s Begin With Know (Members Only)

Details

Date & Time

Thu, Sep 28th, 2023 ⋅ 7:30am - 9:15am (EDT)

Location

Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901

Tickets

Philadelphia Sponsor
$0.00
XPX Philadelphia Members
$0.00
Guests

Registrants

15 people attended
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
+10
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:

7:30 – 8:00 am Coffee/Bagels & Networking
8:00 – 9:15 am Program


Our Speaker: 


Doug Bloom

Founder
DAB Ventures

In addition to being an experienced business coach, Doug is a skilled meeting facilitator. He will help our members get to know each other in a fun and engaging way.

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.

Click here  for directions. Please park in the Doylestown Borough lot across from the office on Clinton Street or on the street. If there is inclement weather, we will follow the CB school district. If they delay or cancel school the XPX meeting will also be cancelled.


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.
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
Expense Reduction Analysts
Joseph Mayernick of HQ Exec is a member of XPX Philadelphia
Joseph Mayernick
HQ Exec
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
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
DB
Doug Bloom
DAB VENTURES, INC.
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
Jerry Gauthier of Live Oak Bank is a member of XPX Philadelphia
Jerry Gauthier
Live Oak Bank
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
AF
Andrew Flogel
JP Morgan Private Bank
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
Meridian Bank