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  • Exit Planning Exchange
Exit Planning Exchange
May
17

XPX Maryland: Fireside Chat with Brooke Lierman

Details

Date & Time

Fri, May 17th, 2024 â‹… 8:00am - 10:00am (EDT)

Location

Cured/18th & 21st: 10980 Grantchester Way, #110, Columbia, MD 21044

Tickets

Maryland Members Early Bird (through 5/3)
$35.00
Maryland Members Regular Fee
$45.00
Maryland Members Same Day/Walk-In Fee
$55.00
Maryland Sponsors (Annual & Event)
$0.00
Non-Members Early Bird (through 5/3)
$65.00
Non-Members Regular Fee
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
Other XPX Chapter Members Early Bird (through 5/3)
$50.00
Other XPX Chapter Members Regular Fee
$60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee
$70.00
Speakers
$0.00
Guests

Registrants

44 people attended
Timothy Alvarez of United Growth Advisors is a member of XPX Maryland
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
MC
+39

Please join us as Ed Rothstein sits down for a fireside chat with Brooke Lierman, Comptroller of Maryland. Brooke will discuss the current state of the Maryland economy and the challenges and opportunities that lie ahead.

Speaker:


Brooke Lierman

Comptroller
State of Maryland

Brooke Lierman has been the Comptroller of Maryland since January 16, 2023. Her current roles for Maryland include the Board of Public Works; Board of Trustees; State Retirement and Pension System; Commission on State Debt; Maryland Economic Development Assistance Authority; Board of Revenue Estimates, and many more.

Moderator:


Ed Rothstein
Partner
Newport LLC

Ed Rothstein is in his second term as County Commissioner in District 5 of Carroll County. Ed was a Colonel in the Army, where his diverse thirty-plus year military career included numerous deployments. Along with his civil service work, Ed is also a Partner at Newport, LLC.


Agenda:

8:00 am to 9:00 am (networking and breakfast)
9:00 am to 10:00 am (presentation)

Event Pricing:

Non-Members Early Bird (through 5/3) $65.00
Non-Members Regular Rate $85.00
Non-members Same Day Registration/Walk-In Fee $95.00

Other XPX Chapter Members Early Bird (through 5/3) $50.00
Other XPX Chapter Members Regular Fee $60.00
Other XPX Chapter Members Same Day Registration/Walk-in Fee $70.00

XPX MD Members Early Bird (through 5/3) $35.00
XPX MD Members Regular Fee $45.00
XPX MD Members Same Day Registration/Walk-In Fee $55.00

XPX MD Sponsors (Annual & Event) $0.00


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 ALLOWED.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Timothy Alvarez of United Growth Advisors is a member of XPX Maryland
Timothy Alvarez
United Growth Advisors
Chris Marasco of Farmers & Merchants Bank is a member of XPX Maryland
Chris Marasco
Sandy Spring Bank
Robert Brando of Univest Bank & Trust Co. is a member of XPX Maryland
Robert Brando
Univest Bank & Trust Co.
Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
Tom Roback
Blue Ridge ESOP Associates
MC
Mike Cammarata
Tide Creek Financial Group
NW
Noah Wood
Sandy Spring Bank
Scott Osborn of Davis, Agnor Rapaport & Skalny, LLC is a member of XPX Maryland
Scott Osborn
Davis, Agnor Rapaport & Skalny, LLC
Jeffrey Agnor of Davis Agnor Rapaport & Skalny is a member of XPX Maryland
Jeffrey Agnor
Davis Agnor Rapaport & Skalny
PK
Paul Khazansky
Cascade Capital
Timothy Ward of KatzAbosch is a member of XPX Maryland
Timothy Ward
KatzAbosch
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
CA
Christopher Andracsek
Dembo Jones, PC
KM
Katya Meekins
Leonard J. Miller & Associates, Chartered
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
GD
Garrett Dearden
Dearden Financial Services
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
Abba Poliakoff
Gordon Feinblatt LLC
SO
Scott O'Donnell
WesBanco
Abba Poliakoff of Gordon Feinblatt LLC is a member of XPX Maryland
Abba Poliakoff
Gordon Feinblatt LLC
ER
Eric Rosenberg
M&T Bank
Tom Hagigh of EPE Wealth Advisors is a member of XPX Maryland
Tom Hagigh
EPE Wealth Advisors
BL
Brooke Lierman
Comptroller State of Maryland
ER
Edward Rothstein
Newport LLC
FE
Fred Eikenberg
FNB
DV
Doug Velnoskey
Janney
DV
Devin Velnoskey
Janney
Tara Brummell of Truist Wealth is a member of XPX Maryland
Tara Brummell
Truist Wealth
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn Solomon
Offit Kurman, P. A.
JM
Jarred Masterson
CohnReznick
Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland
Shelley Lombardo
Evergreen Advisors
WJ
Wendy Jenkins
Bank of America
AQ
Anabel Quintero
MV Financial
Steve Edwards of Edwards Performance Solutions is a member of XPX Maryland
Steve Edwards
Edwards Performance Solutions
DS
David Stallings
Niles, Barton & Wilmer, LLP
Brian MacMillan of Baltimore Washington Financial Advisors is a member of XPX Maryland
Brian Macmillan
Baltimore Washington Financial Advisors
AK
Austin King
Merrill Lynch
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
Scott Douglas of Douglas Commercial is a member of XPX Maryland
Scott Douglas
Douglas Commercial
Brian Taylor of Atlantic Union Bank is a member of XPX Maryland
Brian Taylor
Sandy Spring Bank
Craig Decker of Alex. Brown is a member of XPX Maryland
Craig Decker
Alex. Brown
SP
Steve Pimpo
Double Eagle Consulting
JK
Jerry Kovack
Secom
JW
John Wunder
Capital Services, Inc.
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC