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  • Exit Planning Exchange
Exit Planning Exchange
Nov
28

XPX New York: Maximizing Impact Through Charitable Giving in Business Exits

Details

Date & Time

Tue, Nov 28th, 2023 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 11/25)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
Other XPX Chapter Members - Same Day/Walk-in Fee
$85.00
Other XPX Chapter Members Early Bird (through 11/25)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Guests

Registrants

32 people attended
MG
KC
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Keith Conway of CK Consulting is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Shelley Miller of ICA Group, Inc. is a member of XPX New York
+27

Join us on Giving Tuesday as Fidelity Charitable, the nation’s largest grantmaker, brings invaluable insights into the world of donating private business interests before owners exit their businesses. Discover innovative strategies and gain practical knowledge on how to integrate charitable giving seamlessly into the exit process, creating a legacy that extends far beyond the business itself.


Event Pricing:

Non-members:

$75.00 Early Bird (through 11/25)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

Other XPX Chapter Members:

$55.00 Early Bird (through 11/25)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Breakfast will be provided.

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/not transferable.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MG
Meaghan Gambino
BNY Mellon
KC
Kennedy Chinyamutangira
RSM US LLP
Eric Mendelsohn of Archveo Advisors is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Keith Conway of CK Consulting is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Keith Conway
White Horse Capital
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley Wealth
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
JG
John Grzymala
Family Office Advisory Services
Craig Bartner of Expense Reduction Analysts is a member of XPX New York
Craig Bartner
Expense Reduction Analysts
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
MC
Michael Castro
BankUnited
RL
Robert Ludricks
Brown Brothers Harriman
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
MS
Michael Smith
STS Capital
RS
Rob Sattler
Cresa
PH
Peter Ho
Brio360
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
RA
Robert Abraham
Pathward
CB
Candace Benzel
Merrill Lynch
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
RP
Robert Pascale
J.P. Morgan Private Bank
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Citizens Bank
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
TT
Timothy Throckmorton
Webster Private Bank
CG
Charles Gerber
Triumph First LLC
HF
Hope Feller
NML