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  • Exit Planning Exchange
Exit Planning Exchange
Nov
21

XPX Charlotte: Follow up on membership retreat; Summit Workshop (Members Only + Invited Guests)

Details

Date & Time

Thu, Nov 21st, 2024 ⋅ 3:30pm - 5:00pm (EDT)

Location

Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209

Tickets

Charlotte Members
$0.00
Guests

Registrants

28 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Ann Williams of JP Morgan Private Bank is a member of XPX Charlotte
+23

Our membership will spend this session reviewing the feedback from the retreat and the board will share actions taken to date and plans to incorporate other constructive feedback.

We will also spend this session working on our XPX Charlotte Summit.


Agenda:

3:30 Social and Check-In
4:00 pm – 5:00 pm Programming

Educational Event Pricing:

No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes.

(Member referral is required- members must email angie@exitplanningexchange.com to sign up their guest).   

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Ann Williams of JP Morgan Private Bank is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
PS
Paul Solitario
Bray Ventures, LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
MP
Mark Pompeo
Live Oak Bank
Seth Wheeler of Founder / Owner is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
RP
Roy Pelkey
EOS Worldwide
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law