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  • Exit Planning Exchange
Exit Planning Exchange
Dec
14

XPX DC Metro Holiday Party

Details

Date & Time

Thu, Dec 14th, 2023 â‹… 5:30pm - 7:30pm (EDT)

Location

Stein Sperling Offices 1101 Wootton Parkway, Suite 700 Rockville, Maryland 20852

Tickets

DC Metro Members
$0.00
Non-Members
$10.00
Guests

Registrants

46 people attended
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
DB
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Andy Schuman of Insperity is a member of XPX DC Metro
BS
+41



As the year draws to a close and the holiday season approaches, it's the perfect time for us to come together once more. XPX DC invites you to join us for our Annual Holiday Gathering, a tradition that brings our vibrant community of professionals together before we immerse ourselves in the festive spirit of the season.

Join us for an evening of networking, laughter, and good cheer as we wrap up another year of professional growth and look forward to the promise of the holidays. We can't wait to celebrate with you.

Dress Code: Business Casual

RSVP today to secure your spot at this exclusive gathering. Let's connect, network, and share in the holiday magic together. We look forward to seeing you there!

Registration Fees:

Free XPX DC Members

Non-members $10 fee

Covers Food & beverage.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
DB
Duncan Brooks
Alliant Insurance Services, Inc.
Herb Ezrin of Potomac Business Group is a member of XPX DC Metro
Herb Ezrin
Potomac Business Group
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
BS
Bernard Suissa
Motif Private Wealth of Wells Fargo Advisors
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
GN
Glenn Noble
ProudlyGive
GK
Gordon Kimpel
Veritas Financial
BS
Bonnie Sewell
Dakota Wealth Management
BS
Bonnie Sewell
Dakota Wealth Management
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
WP
William Passer
P3 Partners, Inc.
PS
Peter Schwartz
Vistage Worldwide
CG
Charlie Goodrich
Goodrich & Associates, LLC
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Employee Benefit Research Institute
TM
Tara Marino
CohnReznick
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
MZ
Mario Zumbo
Preserve Private Wealth
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey Gregorio
Merrill Lynch
MF
Margaret Fischer
Cortland Valuation Group
AQ
Anabel Quintero
MV Financial
EA
Eric Ashburn
Argent Bridge Advisors
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
BNY Mellon Wealth Management
WB
Wendy Biava
CFO Restart
AB
Andrew Borkoski
M&T Bank
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Robert (Bob) Webb of Miles & Stockbridge, P.C. is a member of XPX DC Metro
Robert (bob) Webb
Miles & Stockbridge, P.C.
Ted Smith of Next Capital Management is a member of XPX DC Metro
Ted Smith
Next Capital Management
Kris Kornemann of Financial Advantage Associates is a member of XPX DC Metro
Kris Kornemann
Financial Advantage Associates
Edward Tuvin of Atlantic Union Bank is a member of XPX DC Metro
Edward Tuvin
Atlantic Union Bank
Kwesi Robotham of Kingstowne Advisors, LLC is a member of XPX DC Metro
Kwesi Robotham
Kingstowne Advisors, LLC
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
JP
James Peppe
West & Feinberg, P.C.
SW
Skip West
MAXSA INNOVATIONS LLC
Michelle Beiga of Today's HR, LLC is a member of XPX DC Metro
Michelle Beiga
Today's HR, LLC
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
Sarah Cato of  is a member of XPX
Sarah Cato
Financial Growth Partners
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
HD
Hector Del Castillo
Baltimore Washington Business Brokerage