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  • Exit Planning Exchange
Exit Planning Exchange
Dec
04

XPX Fairfield County CT: Sip, Celebrate and Participate in the Great Holiday Give Back!

Details

Date & Time

Mon, Dec 4th, 2023 ⋅ 5:30pm - 7:30pm (EDT)

Location

Artisan Restaurant at the Delamar - 275 Old Post Road, Southport, CT 06890

Tickets

Connecticut & Tri-State Members
$95.00
Connecticut & Tri-State Members Same Day/Walk-In Fee
$105.00
Non-Members
$125.00
Non-Members Same Day Registration Fee
$145.00
Guests

Registrants

36 people attended
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Kevin Donovan of FML is a member of XPX Hartford
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
William Conron of PKF O’Connor Davies is a member of XPX Fairfield County
+31





Join your fellow colleagues in celebration of another successful year gone by. We are also proud to join the Stamford YMCA holiday toy drive. Please bring an unwrapped toy that will be shared with some very deserving children this holiday season. As always, your ongoing support of XPX will allow us to continue to make great things happen in the new year ahead.

Registration Fees:

CT & Tri-State Members -$95.00
CT & Tri-State Members Walk-In Fee -$105.00

Non-member: $125.00
Non-Member Walk-in/Same Day Registration - $145.00

Includes food, beer, wine and non-alcoholic drinks.

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, not transferable/substitutes.

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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.
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Kevin Donovan of FML is a member of XPX Hartford
Kevin Donovan
FML
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
William Conron of PKF O’Connor Davies is a member of XPX Fairfield County
William Conron
PKF O’Connor Davies
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
SC
Steven Crowley
CFO Consulting Partners, LLC
EK
Evan Kipperman
Wiggin and Dana
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
AR
Angela Raitzin
Cresset Capital
ND
Nora Debellis
Key Bank
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
RA
Rick Allen
Great Hill Advisors
MM
Matt McSpedon
J.P. Morgan Chase
RJ
Roy Johnson
Touchstone Advisors
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
WM
William Murray
MPI
BN
Berk Nowak
Brown Advisory
DB
Dan Bubniak
EOS Implementer
BA
Beth Atsalis
JPMorgan Chase
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
TW
Thomas Walsh
Brody Wilkinson PC
SR
Steven Reisberg
CliftonLarsonAllen
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
MR
Michael Reilly
M&T Bank
JC
Josh Carter
Merrill Lynch
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
JL
Jason Liu
General Network
PK
Philip Kane
U.S. Bank
Alex Ramos of BNY Mellon Wealth Management is a member of XPX Tri-State
Alex Ramos
Key Bank
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA® of Morgan Stanley Wealth Management is a member of XPX Tri-State
Michael Cepa® Cdfa® Cfp® Cima® Cfa Kislin
Morgan Stanley Wealth Management