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  • Exit Planning Exchange
Exit Planning Exchange
Mar
07

XPX Long Island - Welcome to The High Tech Service Co Annual Board of Directors Meeting

Details

Date & Time

Fri, Mar 7th, 2025 ⋅ 8:30am - 10:00am (EDT)

Location

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

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 3/4)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 3/4)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

26 people attended
RS
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Becky Creavin of Peapack Private is a member of XPX Long Island
+21

We continue our case study of HiTech Service Company: Planning for the Future.

In this installment of the case study, we will be holding a board meeting and asking meeting attendees to participate as members of the board.

This is your opportunity to be a part of the solution and share your point of view and expertise.

Click here read the case study in preparation for our meeting.


Registration Fees:

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

Non-Members Early Bird (through 3/4) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 3/4) – $65.00
 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.
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Jill Braunstein of Abrams Fensterman, LLP is a member of XPX Long Island
Jill Braunstein
Abrams Fensterman, LLP
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Bison Wealth
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
DG
David Grumer
David Grumer Consulting LLC
DS
Daniel Shulman
BNY Wealth
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
Armanino Advisory LLC
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
JH
Jennifer Herbst
Xceleran Business Funding Solutions, Inc.
DO
Dan Oliver
NEWMARK
SB
Steve Berlin
ProCFO Partners
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
SB
Stephen Brodsky
Mazzola Lindstrom LLP
Benjamin Cooper of Citrin Cooperman is a member of XPX Long Island
Benjamin Cooper
Webster Bank
Mimi Bishop of MGXW Consulting is a member of XPX Long Island
Mimi Bishop
MGXW Consulting
JG
Jackie Ghedine
MGXW Consulting
AC
Allan Cohen
Nixon Peabody
RC
Ram Capoor
Axion Alpha Advisors