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  • Exit Planning Exchange
Exit Planning Exchange
Jan
10

XPX Long Island - Case Study: The Way Forward/Creating a Strategic Plan

Details

Date & Time

Fri, Jan 10th, 2025 ⋅ 8:30am - 10:00am (EDT)

Location

Heritage Club at Bethpage - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 1/7)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 1/7)
$55.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

42 people attended
AC
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
DS
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
+37

This is a attendee group discussion of:

  • Succession Planning
  • Financial Planning
  • Getting the right leaders in the right spots
  • Operations (plans/documenting process procedures)
Click here read the case study in preparation for our meeting.


Our Speakers:

Jackie Ghedine
MGXW Consulting

Dennis O’Rourke
Morritt, Hock & 
Hamroff LLP

Stephen Davis
Safe Harbor


Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 1/7) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 1/7) – $55.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Includes breakfast and beverages.

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
AC
Allan Cohen
Nixon Peabody
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
DS
Daniel Shulman
BNY Wealth
Peter Manzi of Bank of America Private Bank is a member of XPX Long Island
Peter Manzi
Bank of America Private Bank
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
NM
Nicole Maldonado
JPM CHASE & CO
Thomas Heptig of Merrill Lynch is a member of XPX Tri-State
Thomas Heptig
Merrill Lynch
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
PJ
Pasang Jamling
Coviello Weber & Dahill LLP
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
Stephan Ramerini of COMPEL CEOs is a member of XPX Tri-State
Stephan Ramerini
COMPEL CEOs
JH
Jennifer Herbst
Xceleran Business Funding Solutions, Inc.
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Bison Wealth
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
SL
Stella Lellos
Rivkin Radler
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Onshore Funding
Edward Becker, CPA of Edward H Becker CPA PC is a member of XPX Tri-State
Edward Cpa Becker
Armanino Advisory LLC
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
JG
Jackie Ghedine
MGXW Consulting
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
The Fortez Group
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Webster Bank
RC
Ram Capoor
Axion Alpha Advisors
PM
Patrick McCloskey
McCloskey Law PLLC
NP
Nkrumah Pierre
PKF O'Connor Davies
Mimi Bishop of MGXW Consulting is a member of XPX Long Island
Mimi Bishop
MGXW Consulting
JW
Jenson Wang
Rivkin Radler LLP
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary Occhipinti
Bank of America
Lindsay Brocki of Rivkin Radler LLP is a member of XPX New York
Lindsay Brocki
Rivkin Radler LLP
PT
Patricia Tupper
Bison Wealth
MS
Michael Silva
Emely AI
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
KO
Kevin O'Brien
Bernstein Private Wealth Management
AC
Andrew Crofton
Klingstein Fields Advisors
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management