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  • Exit Planning Exchange
Exit Planning Exchange
Oct
17

XPX Chicago: Breakfast Networking & Mini-Case Studies

Details

Date & Time

Thu, Oct 17th, 2024 ⋅ 7:30am - 9:00am (CDT)

Location

Max & Benny’s (private event space) 461 Waukegan Rd, Northbrook, IL 60062 http://www.maxandbennys.com/ (847) 272-9490

Tickets

Chicago Members
$30.00
Chicago Members Same Day Fee
$40.00
Non Members
$55.00
Non Members Same Day Fee
$65.00
Guests

Registrants

20 people attended
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
AK
FS
LM
CS
+15

Have you ever wondered how other advisors approach issues you also face?

At this meeting, you will get to know your colleagues through their responses to short case study hypotheticals and discussion over breakfast.

This is a great way to build your relationships and see which advisors you would like to get to know better outside the meeting!


REGISTRATION FEES:

XPX Chicago Members: $30
XPX Chicago Members Same Day/Walk-in Fee: $40

Non-Members $55
Non-Members Same Day/Walk-in Fee: $65

Food and beverages is included.

Pre-registration online is a must for catering planning.

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, no substitutes/transfers.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
AK
Allen Kutchins
KRD, Ltd.
FS
Fred Stephenson
North Coast Capital Advisors, Ltd.
LM
Lowell Mora
Impact CFO
CS
Carlos Sava
Clifton & Co.
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel Goldberg
G2G Strategies, Inc.
Steven Migala of Lavelle Law, Ltd. is a member of XPX Chicago
Steven Migala
Lavelle Law, Ltd.
PA
Patti Anderson
First National Bank Small Business Finance
Aaron OConnor of Bridge CPA is a member of XPX Chicago
Aaron Oconnor
Bridge CPA
DK
Debbie Kaplan
Transworld
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert "bob" Happ
5-Point Solutions - Software & IT Services
David Bogetz of Burnham Capital Partners is a member of XPX Chicago
David Bogetz
Burnham Capital Partners
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Busey Bank
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Sassetti
Tim Obendorf of Steward Advisors, LLC is a member of XPX Chicago
Tim Obendorf
Steward Advisors, LLC
NN
Nick Niemi
Sebold Capital Management
RA
Ryan Anderson
Morgan Stanley
James Brace of Brace MCS is a member of XPX Chicago
James Brace
Brace MCS
Elliot Hershik of DECO Accounting Services is a member of XPX Chicago
Elliot Hershik
Supporting Strategies|Chicago Far West Suburbs
LC
Lori Cunningham
Trivest Partners