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  • Exit Planning Exchange
Exit Planning Exchange
Jan
15

XPX Philadelphia - New Year, New Connections: Meet, Greet and Mingle

Details

Date & Time

Wed, Jan 15th, 2025 â‹… 4:00pm - 7:00pm (EST)

Location

The Liberty Beer Garden Parx Casino - 2999 Street Road, Bensalem, PA 19020

Tickets

Non-members
$45.00
XPX Philadelphia Members
$35.00
Guests

Registrants

89 people attended
TP
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Tom McKee of Edward Jones is a member of XPX Philadelphia
PA
+84

Join us to kickstart the year with great company and meaningful connections.

This all-member event is an exciting opportunity to mingle with XPX Philadelphia members, colleagues, and guests at one central location.

This event is open to all XPX Philadelphia members, their colleagues, and invited guests.

Registration Fees:

XPX Philadelphia Member: $35.00
Non-Member: $45.00

Registration fee covers appetizers, $25.00 in PARX Free Slot Play and 1 drink (No Walk ins).

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 event or meeting. This registration is NOT transferable to another individual - no substitutes or replacements please.


Thank you to our Event Host Sponsors:










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Guests
Registrant lists may take up to 24 hours to update on Events pages.
TP
Theodore Passyn
BNY Mellon
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales Solutions
Tom McKee of Edward Jones is a member of XPX Philadelphia
Tom McKee
Edward Jones
PA
Paul Avery
Meridian Bank
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
WC
William Cornelius
M&T Bank
Joanne Murray of Antheil Maslow & MacMinn, LLP is a member of XPX Philadelphia
Joanne Murray
Antheil Maslow & MacMinn, LLP
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
JM
Joe Morris
PCR Partners
RM
Robert Mueller
Spruce Legacy Partners
Andrew Finkle of CBIZ Advisors, LLC is a member of XPX Philadelphia
Andrew Finkle
Marcum LLP
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen Target
Newton One Advisors
TH
Tom Hyland
Brown Brothers Harriman
DD
David Demuth
CFO Consulting Partners LLC
Charles Higgins of Centri Business Consulting, LLC is a member of XPX Philadelphia
Charles Higgins
Centri Business Consulting, LLC
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
TF
Timothy Filewicz
Lockton Companies
PG
Patrick Gleeton
Brown Brothers Harriman
WW
Whit Webster
Calder Capital
MC
Matt Coyne
Brandywine Mergers & Acquisitions
Jake O'Brien of J.P. Morgan is a member of XPX Philadelphia
Jake O'Brien
Bernstein
JR
John Rapchinski
Maximus Partners
TG
Teresa Glass
Johnson Kendall & Johnson
SM
Sean McGinn
Capstone
KD
Kevin Doyle
Kathmere Capital Management
SO
Steve Oatway
The DAK Group
RC
Rich Carroll
Maximus Partners
HJ
Heather Johnston
Maximus Partners, LLC
GB
Gary Bagin
Stradley Ronon
TB
Tyler Barrett
Trove
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
Richard Dickerson of Independent is a member of XPX Philadelphia
Richard Dickerson
Independent Business Life Insurance Planner
JC
John Cooney
Centri Business Consulting, LLC
CF
Chris Fazio
Attolon
MD
Mike Dokas
Breakwater Consulting Partners
BW
Brad Weingart
Wilmington Trust
JG
Jennifer Gaynor
VR Business Sales Mergers and Acquisitions
EO
Ed O'Sullivan
VR Business Sales Mergers and Acquisitions
BH
Brian Hungarter
Girard
JF
Joseph Fabrizio
Legacy Advisors
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
LH
Louis Hayner
THG
Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Sean-Tamba Matthew
SES ESOP Strategies, a Stevens & Lee/Griffin Company
AB
Andy Berger
Saxton & Stump, LLC
AW
Amit Wellner
TacItOn
DB
Doug Bloom
DAB VENTURES, INC.
JC
Jaeden Cruz
BNY
AD
Andrew Dolan
Ameriprise Financial Services, LLC
JR
Jessica Reilly
Stephano Slack
AW
Adam Weiss
Antheil Maslow & MacMinn, LLP
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kimberly Arnold
ESSA Bank & Trust
LE
Lou Esposito
Stephano Slack LLC
JB
Jay Brooks
Stephano Slack LLC
MS
Matthew Smith
Fulton Bank
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
RS
Rob Sullivan
Schooley Mitchell
PG
Patty Graver
Third Arch Investments
JM
Jim McMahon
D&A, LLC
MS
Mike Steen
Attolon Partners, LLC
MD
Michael Demers
Baker Tilly Capital, LLC
JM
Jed Mecham
Baker Tilly
JC
Janel Clause
Antheil Maslow & MacMinn, LLP
JA
Jerry Alfano
Citizens Bank
JH
John Hopkins
Citizens Bank
KK
Ken Kaissar
Bristol Riverside Theater
JS
Jim Sinnott
Capstone
Curtis Farrow of Armanino is a member of XPX Philadelphia
Curtis Farrow
Armanino
MC
Mitch Codkind
FocusCFO
CB
Cristina Barsony
Univest
DD
Dave Devita
Girard, a Univest Wealth Division
RR
Rob Radzinski
Stephano Slack
ZD
Zach Dolchin
Semanoff Ormsby Greenberg & Torchia, LLC
MD
Michael Dougherty
Commonwealth M&A
Ken Toscano of New York Life is a member of XPX Philadelphia
Ken Toscano
New York Life
TK
Todd Kaminski
Dave Cantin Group
Mark Carlton of Compass Point is a member of XPX Philadelphia
Mark Carlton
Compass Point
KK
Kat Kelly
The O'Connor Group
HB
Harry Bickel
Precision Benefits Group
MW
Mikell Washington
Obermayer, Rebmann, Maxwell and Hippel LLP
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
John Vanderslice of Sandler Training/Strategic Solutions Group is a member of XPX Philadelphia
John Vanderslice
Sandler Training/Strategic Solutions Group
NM
Nick Martino
CFG
KM
Keith Maguire
Creative Financial Group
BF
Bill Frame
Fairmount Partners