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  • Exit Planning Exchange
Exit Planning Exchange
Sep
25

XPX Hartford CT: Stock Market Secrets: How to Build Wealth in a Complex Economy

Details

Date & Time

Wed, Sep 25th, 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 9/23)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
XPX Chapter Network Members Early Bird (through 9/23)
$55.00
XPX Chapter Network Members Regular Fee
$70.00
XPX Chapter Network Members Same Day/Walk-In Fee
$80.00
Guests

Registrants

20 people attended
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
WM
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
+15

Presentation: Long-Term Opportunities in the Stock Market to Protect Your Wealth

In this presentation, Andrew will share insights into navigating today’s complex economic landscape and uncovering high-return opportunities in individual stocks. Attendees will learn how to target 15-20%+ annualized returns using data-driven strategies, understand the broader economic implications of interest rate changes, and gain practical tools to diversify their portfolios. Through this engaging workshop, participants will leave with enhanced skills, increased confidence in business cycles, and a proprietary template to build a well-rounded stock portfolio.

This presentation will be engaging and interactive - attendees will gather into groups and create their own sample stock portfolio to see who would have outperformed the market.

Our Speaker:


Andrew Marks

Co-Founder of World Chic and World Creative

Andrew Marks has been actively investing in the stock market since he was 16 years old. With over 14 years of experience, Andrew has spent more than 5,000 hours analyzing investment research reports and has successfully outperformed the stock market with a unique portfolio of only a handful of individual stocks. He has previously worked in the financial services industry and developed a Recession Warning Indicator model over the past decade. Recently, Andrew coined the term "Effective Federal Funds Rate Velocity" to analyze the impact of interest rate changes on the economy. Today, he shares his insights on mastering the markets, helping investors navigate complexities and identify high-return opportunities through data-driven strategies.

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 9/23)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:
$55.00 Early Bird (through 9/23)
$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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© 2025 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
WM
William Murray
MPI
Donald Andrews of Berkshire Bank is a member of XPX Hartford
Donald Andrews
Berkshire Bank
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
Andrew Marks
World Creative & World Chic
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David Fasi
UBS
BF
Brian Fischer
Day Pitney LLP
John Weidner of Cornell Global LLC is a member of XPX Fairfield County
John Weidner
Cornell Global LLC
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Steven Pappas of Touchstone Advisors is a member of XPX Tri-State
Steven Pappas
Touchstone Advisors
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
CBIZ Human Capital Management
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
RJ
Roy Johnson
Touchstone Advisors
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
Wooster Square Advisor, LLC
MM
Michael McGuire
Key Bank
Robert Schatz of ESOP Plus®: Schatz Brown Glassman LLP is a member of XPX Tri-State
Robert Schatz
ESOP Plus®: Schatz Brown Glassman LLP
SC
Steven Crowley
CFO Consulting Partners, LLC
BK
Bonnie Kumiega
Updike, Kelly & Spellacy, P.C.
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners