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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jan
24

XPX Fairfield County CT: ALL THINGS INSURANCE...and how it effects VALUATIONS and the END GAME

Details

Date & Time

Wed, Jan 24th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 1/21)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day Registration Fee
$100.00
Other XPX Chapter Members Early Bird (through 1/21)
$65.00
Other XPX Chapter Members Regular Fee
$75.00
Other XPX Chapter Same Day/Walk-In Fee
$85.00
Guests

Registrants

53 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
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
TW
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
+48

There is an insurance policy for everything these days and no business owner likes to pay for any of it…Come increase your knowledge on what aspects of the insurance industry are most important and valuable for your clients when considering an exit or transition.

Our Panel:


Christopher Martens
CIC, CPRIA, CWCC
Vice President
AssuredPartners

Michael Engelhart
Co-Founder
Hollowtree Marketplace

Elizabeth Breen
RPLU
Senior Regional Director, Management Liability
Cincinnati Insurance

Brandon Richter
Partner
Hamilton Robinson Capital Partners


AGENDA:

8:00 – 8:30 Breakfast
8:30 – 9:30 Program
9:30 – 10:00 Networking

Registration Fees:

CT & Tri-State Members – FREE

Non-members:
$75.00 Early Bird (through 1/21)
$90.00 Regular Fee
$100.00 Onsite/Same Day

Other XPX Chapter Members:
$65.00 Early Bird (through 1/21)
$75.00 Regular Fee
$85.00 Onsite/Same Day

Includes breakfast.

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.
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
TW
Thomas Walsh
Brody Wilkinson PC
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
JC
Jay Cohen
Giordano Halleran & Ciesla
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
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
Brent Eugenides of BE Financial LLC is a member of XPX Fairfield County
Brent Eugenides
BE Financial LLC
Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
Lauren Altschuler
Touchstone Advisors
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
BH
Bradley Hardy
Citizens Bank
MD
Mark Dailey
Newport LLC
ND
Nora Debellis
Key Bank
Gianni DiMeglio of William Blair is a member of XPX Fairfield County
Gianni Dimeglio
William Blair
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
HT
Hugo Tomasio
Southport Compass, LLC
EK
Elizabeth Keenan
Southport Compass, LLC
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
B Riley
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Bob Pravder of Robert Pravder Consulting, LLC is a member of XPX Fairfield County
Bob Pravder
Robert Pravder Consulting, LLC
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
JL
Jason Liu
General Network
Andrew Karlen of Law Office of Andrew N. Karlen is a member of XPX Fairfield County
Andrew Karlen
Law Office of Andrew N. Karlen
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
KM
Kevin Manning
Associated Benefit Consultants
WW
Wiktor Wozniak
UBS Financial Services, Inc.
TT
Timothy Throckmorton
Webster Private Bank
Will Gourd of UBS is a member of XPX Fairfield County
Will Gourd
UBS
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick Ciampanelli
National Financial Network
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
SC
Steven Crowley
CFO Consulting Partners, LLC
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Peter Marengo of Charter Oak Financial is a member of XPX Fairfield County
Peter Marengo
Charter Oak Financial
PC
Paul Cronin
Three Keys Capital Advisors
Christopher Martens of Cross Insurance is a member of XPX Tri-State
Christopher Martens
AssuredPartners
ME
Michael Engelhart
Hollowtree Marketplace
EB
Elizabeth Breen
Cincinnati Insurance
BR
Brandon Richter
Hamilton Robinson Capital Partners
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Insurance
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
Bruce Fogwell of Hudson Financial Group is a member of XPX Fairfield County
Bruce Fogwell
Hudson Financial Group
SR
Steven Reisberg
CliftonLarsonAllen
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
PK
Peter Kearney
Insperity
PK
Peter Kearney
Insperity
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners