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  • Exit Planning Exchange
Exit Planning Exchange
Oct
24

XPX New York: Strategic Insurance Solutions - Protecting Business Value Before, During, and After a Sale

Details

Date & Time

Thu, Oct 24th, 2024 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 10/21)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 10/21)
$55.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day/Walk-in Fee
$85.00
Guests

Registrants

37 people attended
FS
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
AM
David Wilson of Sincerus Advisory is a member of XPX New York
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
+32

Join us for an exclusive presentation featuring Erin Ardleigh, Founder & President of Dynama Insurance, and Sean McNiff, Vice President of Business Development & Marketing at Exceptional Risk Advisors. These seasoned experts will walk us through the critical insurance considerations for business owners at every stage of their journey—from running the business to preparing for and navigating a sale, and beyond. Discover how Key Person and Buy-Sell insurance policies can play a pivotal role in protecting your clients' businesses.

Don’t miss this chance to deepen your understanding of life and disability insurance solutions that can safeguard business value and secure lasting financial outcomes. The meeting will be held on October 24, from 8:30-10 am, at the offices of Wiggin and Dana, 437 Madison Avenue. We look forward to seeing you there!

Our Speakers:


Erin Ardleigh

Founder & President
Dynama Insurance



Sean McNiff

Vice President of Business Development & Marketing
Exceptional Risk Advisors


Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Non-members:

$75.00 Early Bird (through 10/21)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$55.00 Early Bird (through 10/21)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

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.
FS
Francis Stino
CSG Partners
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
AM
Aashish Makkar
Occams Capital Partners
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino, LLP
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
RB
Richard Baum
Consumer Growth Partners
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
BL
Bernie Leone
Withum
DB
David Borsack
Cole Schotz P.C.
RP
Robert Pascale
J.P. Morgan Private Bank
JA
Joam Alisme
Alisme Law LLC
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Sal Cocuzza of Cato Capital Real Estate Group is a member of XPX New York
Sal Cocuzza
Cato Capital Group
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
JG
John Grzymala
Family Office Advisory Services
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
Erin Ardleigh of DYNAMA INSURANCE is a member of XPX Tri-State
Erin Ardleigh
Dynama Insurance
SM
Sean McNiff
Exceptional Risk Advisors
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
MC
Michael Castro
BankUnited
CG
Charles Gerber
Triumph First LLC
LM
Lannie Moore
Exit Factor
DB
Daniel Beer
PJ
Pasang Jamling
COVIELLO WEBER & DAHILL LLP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
Andrew Marks
World Creative & World Chic
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
JF
Julian Friedman
Hotaling Insurance Services
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana