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  • Exit Planning Exchange
Exit Planning Exchange
Dec
12

XPX DC Metro: Annual Holiday Party

Details

Date & Time

Thu, Dec 12th, 2024 â‹… 5:45pm - 8:00pm (EDT)

Location

Seasons 52 11414 Rockville Pike North Bethesda, MD 20852

Tickets

DC Metro Members
$0.00
Guests

Registrants

46 people attended
Andy Schuman of Insperity is a member of XPX DC Metro
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
SR
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
+41

This is a great chance to unwind, connect with peers, and make meaningful connections to carry into the new year. We hope to see you there to toast to 2024 and beyond!


Registration Fees:

XPX DC Members & Guests: Free.  Online registration is required for headcount purposes.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Andy Schuman of Insperity is a member of XPX DC Metro
Andy Schuman
Insperity
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel Susco
Withum Smith + Brown
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Precision Financial Consulting
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
Reston Law Group, LLP
GK
Gordon Kimpel
FIRST FINANCIAL GROUP
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Raymond James
Todd Feldman of Merit Financial Advisors is a member of XPX DC Metro
Todd Feldman
OBSIDIAN PLANNING SOLUTIONS
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert Cohen
Cohen CPA Strategies, LLC
SG
Stephanie Gumm
Horizon Advisory Group
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby Megorden
Ennis Legacy Partners
MZ
Mario Zumbo
Preserve Private Wealth
HP
Hans Ploeg
Marsh, Private Client Services
Michael Metz of FNB is a member of XPX DC Metro
Michael Metz
TRUIST (Formerly SunTrust/BB&T)
WP
William Passer
P3 Partners, Inc.
MW
Matt Whitaker
Quantive Financial Advisors
Stuart Sorkin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Stuart Sorkin
The Business and Legal Advisors, LLC
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
NN
Narayanan ( Raj) Natarajan
L.N. Holdings Inc
BS
Srinivasan Balaji
LN Holdings Inc
Michelle Beiga of Today's HR, LLC is a member of XPX DC Metro
Michelle Beiga
Today's HR, LLC
Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
Rich Volin
Volin Employment Law, PLLC
Alan Schulman of Insurance Benefits and Advisors is a member of XPX DC Metro
Alan Schulman
Insurance Benefits and Advisors
PK
Paul Khazansky
Cascade Capital
CF
Carlos Fuentes
Value Assist Capital
AW
Audrey Wallace
RT
Romeo Traettino
Quanterra Financial
LG
Lisa Greenwald
Greenwald Research
Ron Moore of Schooley Mitchell is a member of XPX DC Metro
Ron Moore
Schooley Mitchell
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
CETA Benefit Consulting Group, LLC
TB
Tim Biddle
Custom Business Sales
EK
Erika Keough
EB
Erika Baez
Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
Karen Shapiro
Stein Sperling Bennett De Jong Driscoll PC
JM
Joseph Markovitch
JoeCo Business Coaching Inc
LL
Liora Larsen
Matthew Haskin of Bregman, Berbert, Schwartz & Gilday, LLC is a member of XPX DC Metro
Matthew Haskin
Bregman, Berbert, Schwartz & Gilday, LLC
BR
Barry Rieger
Aprio
SW
Skip West
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
Kwesi Robotham of Kingstowne Advisors, LLC is a member of XPX DC Metro
Kwesi Robotham
Kingstowne Advisors, LLC
Sarah Cato of Financial Growth Partners is a member of XPX DC Metro
Sarah Cato
Financial Growth Partners
LM
Lucia Manic
MM
Merrill Mandell
JH
John Hrastar
InterSource