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  • Exit Planning Exchange
Exit Planning Exchange
Dec
17

XPX New York: Year-End Holiday Celebration

Details

Date & Time

Tue, Dec 17th, 2024 ⋅ 6:00pm - 9:00pm (EDT)

Location

Alessa Cucina & Bar: 237 W 35th St New York, NY 10001

Tickets

Non-Members Fee
$110.00
Non-Members Same Day/Walk-In Fee
$120.00
NYC & Tri-State Member Fee
$75.00
NYC & Tri-State Member Same Day/Walk-in Fee
$85.00
XPX Chapter Network Member Fee
$90.00
XPX Chapter Network Member Same Day/Walk-in Fee
$100.00
Guests

Registrants

48 people attended
RP
CP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
DG
MM
+43

Celebrate the season in style with Exit Planning Exchange (XPX) NYC at our exclusive Holiday Party on Tuesday, December 17, from 6-9 pm! Join us at Alessa Cucina & Bar, NYC’s hottest new dining destination, perfectly situated on 35th St between 7th and 8th for easy access from Penn Station or Grand Central.

Network with an exclusive guest list of top exit planning professionals and industry leaders while indulging in Alessa's carefully crafted hors d'oeuvres and festive cocktails. This is more than just a holiday party; it's an opportunity to connect with the best in the field, exchange ideas, and celebrate the successes of the past year.

Special thanks to our event sponsors, Appraisal Economics and Fidelity Charitable, for helping to make this celebration possible. Additional sponsorship opportunities are available at the $500 level, which includes your company logo on all email invitations to XPX members, on the XPX event page, and in at least two LinkedIn posts on the XPX page. Your logo will also be prominently displayed at the event, and the package includes one event ticket.

Secure your spot now at this must-attend holiday event and experience NYC’s newest culinary gem with XPX NYC. Don’t miss out on the chance to ring in the holidays with the city’s best exit planning professionals!

Event Pricing:

XPX NYC & Tri-State Members: $75.00
XPX NYC & Tri-State Members Same Day/Walk-in Fee: $85.00

XPX Chapter Network Members: $90.00
XPX Chapter Network Members Same Day/Walk-in Fee: $100.00

Non-members: $110.00
Non-members Same Day Walk-in Fee: $120.00

Includes food and drinks.

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. Please note - This registration is NOT transferable to another individual - no substitutes or replacements please.


Thank you to our Event Sponsors!







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Guests
Registrant lists may take up to 24 hours to update on Events pages.
RP
Robert Pascale
J.P. Morgan Private Bank
CP
Cyril Prince
HSBC
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
DG
David Gaynor
Marshall & Stevens Incorporated
MM
Michael Millard
Haven Capital Partners
Vlad Jefferson of MGG Investment Group LP is a member of XPX Nashville
Vlad Jefferson
MGG Investment Group LP
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Frank Brigante of CIBC is a member of XPX New York
Frank Brigante
CIBC
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
MC
Michael Castro
BankUnited
aamir mumtaz of IPX Enterprises, Inc is a member of XPX Tri-State
Aamir Mumtaz
IPX Enterprises, Inc
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
Gregory Murphy of U.S. Bank is a member of XPX Tri-State
Gregory Murphy
U.S. Bank
Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State
Marilyn Garcia
Citrin Cooperman
FE
Francine Esrig
Francine Esrig & Associates
RA
Robert Abraham
Pathward
JM
Jeff Michelson
Cohn Reznick
SM
Shupto Mahbub
MatrixMindz Financial Consultants
JH
Justin Hirs
Bentley Associates
TD
Tatiana Domanski
Schooley Mitchell of New York - Domanski
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
JT
Jon Tobin
Tobin & Company Investment Banking Group
Greg Libertiny of NBT Associates LLC is a member of XPX Tri-State
Greg Libertiny
NBT Associates LLC
GK
Gary Kane
Corporate Fuel
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens Incorporated
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
Jeanette Jordan of Withum is a member of XPX Tri-State
Jeanette Jordan
Withum
AA
Abigail Ahern
Floyd Advisory
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Jonathan Hill of City National Bank is a member of XPX Tri-State
Jonathan Hill
City National Bank
DJ
David Jaeger
Key Private Bank
JT
Jonathan Tang
Empire Valuation Consultants
JA
Joseph Armenti
Cole Schotz P.C.
CG
Charles Gerber
Triumph First LLC
DB
David Borsack
Cole Schotz P.C.
WC
Will Clarke
Newport, LLC
EP
Edward Papier
Amadeus Wealth Alternatives
JH
Jesse Holstein
Dwight Fund
AS
Ashley Sarokhan
Lazear ESOP Advisors
NC
Nichol Chiarella
Citrin Cooperman
AO
Alec Odonnell
Floyd Advisory, LLC
MD
Mark Dailey
Newport LLC
GS
Gerry Spitzer
Questar Capital Partners
MK
Michael Kislin
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital