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  • Exit Planning Exchange
Exit Planning Exchange
Jun
26

XPX Hartford CT: June Event

Details

Date & Time

Wed, Jun 26th, 2024 ⋅ 8:00am - 10:00am (EDT)

Location

The Hartford Club, 46 Prospect St, Hartford, CT

Tickets

Connecticut & Tri-State Members
$0.00
Non-Members Early Bird (through 5/23)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
XPX Network Early Bird (through 5/23)
$55.00
XPX Network Regular Fee
$70.00
XPX Network Same Day/Walk-In Fee
$80.00
Guests

Registrants

26 people attended
BH
BH
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Robert Schatz of ESOP Plus® LLP is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
MB
+21

The core mission of XPX is to build a collaborative ecosystem. Join us for a chance to share out your successful interactions from the previous program year of working with our members! We will engage in whole group discussion and planned group rotations.

Conversations will center around:

  • What makes a successful partnership for you?
  • What part of the transaction should you be the most involved in?
  • How to build our referral network in a meaningful way

So, bring your elevator pitch and your conversation voice for this interactive meeting.


AGENDA:

8:00 – 8:30 Registration & Networking
8:30 – 9:45 Main Program
9:45 – Program conclusion and networking


Registration Fees:

XPX CT & Tri-State Level Members in good standing are FREE. Join our membership today!

Non-members:
$75.00 Early Bird (through 6/23)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Network:
$55.00 Early Bird (through 6/23)
$70.00 Regular Fee
$80.00 Same Day Registration/Walk-In Fee

Includes full breakfast.


BRING A FIRST TIME GUEST TO XPX!

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.  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.
BH
Bradley Hardy
Citizens Bank
Bob Zelinger of Hinckley Allen is a member of XPX Hartford
Bob Zelinger
Hinckley Allen
Robert Schatz of ESOP Plus® LLP is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Robert Schatz
ESOP Plus®
MB
Michael Brady
Citizens Bank
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
NC
Nathan Collins
Raymond James
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
UBS
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
JD
John Dunn
JP Morgan Private Bank
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Fasi
UBS
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
RJ
Roy Johnson
Touchstone Advisors
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital of B. Riley
Kevin Murray of Business Seller Center is a member of XPX Tri-State
Kevin Murray
Business Seller Center
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
Susan Powers of Sandler Training by PEAK Sales Performance is a member of XPX Hartford
Susan Powers
Sandler
John DelGrego of Marcum LLP is a member of XPX Hartford
John Delgrego
Marcum LLP
Lauren Altschuler of Touchstone Advisors is a member of XPX Hartford
Lauren Altschuler
Touchstone Advisors
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
EW
Elizabeth Wolf
Bernstein Private Wealth
Scott Larson of OutFin group is a member of XPX Tri-State
Scott Larson
OutFin group