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  • Exit Planning Exchange
Exit Planning Exchange
May
29

XPX Members Only Cross-Chapter Power Networking (networking led by The IEPA, virtual)

Details

Date & Time

Thu, May 29th, 2025 â‹… 4:55pm - 6:00pm (EDT)

Location

Virtual - you'll receive Swapcard info to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

38 people attended
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Brad Mart of PivotPoint Company is a member of XPX Chicago
GB
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
+33

PLEASE NOTE: PROGRAM BEGINS AT 5PM EASTERN TIME. 

REGISTRATION CLOSES 1 HOUR BEFORE START TIME.


Cross-Chapter Power Networking is a great way to meet other XPX members across the country. We're excited to announce that XPX Advisor Resource Center member, Jarrad Holtze, Business Development Manager of The International Exit Planning Association will be leading our networking sessions for our May program. 

Our Cross-Chapter Power Networking sessions are now hosted on Swapcard, an event technology platform that allows attendees to engage before, during and after the event. Registration is required. First-time users will receive a Swapcard invite link closer to the event date. Within the platform, there will be a Live Session tab that will take you directly to the session on Zoom.

Here's how the Power Networking works:

  • Join the Zoom session promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter community homepage of Swapcard. The groups get formed right on the hour!


  • During this 1-hour program, our Global team will organize three rounds of 20-minute breakout sessions
  • For each breakout session, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)

Power Networking is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

Important note for members who are first-time users of Swapcard: Please register by Tuesday, May 27th in order to be added to the Swapcard platform the day before the program. 

Registration Fee: $15.00

Event registration will close 1 hour to start time. 

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
Mart Partners
GB
Guillermo Birmingham
Transworld Business Advisors
Kevin Learned of McMahon, Welch and Learned, PLLC is a member of XPX DC Metro
Kevin Learned
Reston Law Group, LLP
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
JC
Jen Colby
Bernstein
LM
Lowell Mora
Impact CFO, LLC
Eric Maertin of Enduring Value Investments LLC is a member of XPX Philadelphia
Eric Maertin
Enduring Value Investments LLC
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
CT
Carlos Torres
First Internet Bank
Mike Lee of First Choice Business Brokers Utah is a member of XPX Utah
Mike Lee
First Choice Business Brokers Utah
SM
Stephen Mayrose
Morgan Stanley
MICHAEL GOODE of Lewis Thomason is a member of XPX Nashville
Michael Goode
Lewis Thomason
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
RS
Robert Schildkraut
Falcon Management LLC
JF
Jim Frangenberg
Wells Fargo Wealth Management
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
era Group
RB
Rosa Bitussi
LedgerHealth
SE
Stan Eigenbrodt
Frederic Dorwart, Lawyers PLLC
John Hannula of Chief Outsiders is a member of XPX DC Metro
John Hannula
Chief Outsiders
JF
Julian Friedman
Hotaling Insurance Services
Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Neil Verdeja of Hotaling Insurance Services is a member of XPX Miami
Neil Verdeja
Hotaling Insurance Services
MP
Martin Plumlee
Plumlee & Associates LLC
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Kellee Johnson of The Ballast Group is a member of XPX Nashville
Kellee Johnson
The Ballast Group
Andrew Bostian of Scout Valuations LLC is a member of XPX Greater Boston
Andrew Bostian
Scout Valuations LLC
MO
Michael O'Malley
Goodsill Anderson Quinn & Stifel
Drew Bringhurst of Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants) is a member of XPX Nashville
Drew Bringhurst
Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)
AV
Aksana Vasilyeva
JP Morgan Chase Bank, N.A.
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Benjamin Cohen of 20/20 Capital Advisory Group is a member of XPX Nashville
Benjamin Cohen
20/20 Capital Advisory Group
EP
Edward Papier
Amadeus Wealth Alternatives
Carol Eversen of Chief Outsiders is a member of XPX New Jersey
Carol Eversen
Chief Outsiders
John Leonetti of International Exit Planning Association is a member of XPX
John Leonetti
International Exit Planning Association
JH
Jarrad Holtze
The IEPA