XPX Long Island - Case Study Wrap-Up

We will perform a final review of this year’s case study with an interactive program. This will be a fast-moving, engaging program with commentary from the panel and participation from tables.

Discussion Highlights:

• What’s next and how do we pay for it?
• Areas of focus for business improvement to meet next goals
• Realistic selling process/opportunity

Click here to download the the case study in preparation for our discussion of our upcoming event.

Our Speakers:

Jeff Stern
Principal
Eagle Business Solutions

Lauri Christiansen
Fractional Chief Marketing Officer

Dennis O’ Rourke
Corporate Chair, Partner
Moritt Hock & Hamroff

Sam Heyman
Vice President/Wealth Advisor
Bernstein Private Wealth Management

Registration Fees:

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

Non-Members Early Bird (through 5/3) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

 XPX Chapter Network Members Early Bird (through 5/3) – $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.