• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Miami
      • Phoenix
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jan
15

XPX Connecticut - 2026 Outlook

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Thu, Jan 15th, 2026 ⋅ 8:00am - 10:00am (EST)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Status

Registration Open

Tickets

CT & Tri-State Members
$0.00
Non-Members Early Bird (through 1/12)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day
$100.00
XPX Network Chapter Members Early Bird (through 1/12)
$65.00
XPX Network Chapter Members Regular Fee
$75.00
XPX Network Chapter Members Same Day
$85.00
Guests

Registrants

56 people are going
SR
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
NC
Tyler Champagne of AAFCPAs is a member of XPX Fairfield County
+51

A look forward to 2026 with a panel of experts in the private and public equity markets from Hamilton Robinson, Touchstone Advisors and Bernstein Wealth.

The panel will be moderated by XPX Board member Elizabeth Wolf of Bernstein Wealth Management. The panel will be eager to take your questions to provide you their views on the outlook for 2026.


Our Panel:

Deborah Agrafojo
Touchstone Advisors

Ben Goetsch
Senior Investment Strategist
Bernstein Private Wealth

Jim Parmelee
Hamilton Robinson

Moderator:

Elizabeth Wolf
Bernstein Private Wealth and XPX Board Member


Agenda:

8:00 – 8:30 Breakfast
8:30 – 9:30 Program
9:30 – 10:00 Networking

Registration Fees:

XPX CT & Tri-State Members: Free
There is no charge for this event but registration is required for catering planning and venue access.

XPX Network Chapter Members:

$65.00 Early Bird (through 1/12)
$75.00 Regular Fee
$85.00 Onsite/Same Day

Non-members:

$75.00 Early Bird (through 1/12)
$90.00 Regular Fee
$100.00 Onsite/Same Day

Includes breakfast and coffee.

First Time Guest:  Complimentary pass to a first XPX event.  XPX Connecticut member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
SR
Steven Reisberg
CLA
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
NC
Nathan Collins
Raymond James
Tyler Champagne of AAFCPAs is a member of XPX Fairfield County
Tyler Champagne
AAFCPAs
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
ND
Nora Debellis
Key Bank
Winston Bragg of Levitt-Fuirst Insurance is a member of XPX Fairfield County
Winston Bragg
Levitt-Fuirst Insurance
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
JF
Justin Fusaro
B2B CFO
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Ctp/cva Reuter
RJ Reuter Business Consulting
BH
Bradley Hardy
Citizens Bank
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
Wooster Square Advisor, LLC
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
RJ
Roy Johnson
Touchstone Advisors
BF
Brian Fischer
Day Pitney LLP
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
JL
Jason Liu
General Network
Seamus Monschein of RBC Wealth Management is a member of XPX Fairfield County
Seamus Monschein
RBC Wealth Management
Keith Dee of Osage Advisors, LLC is a member of XPX Hartford
Keith Dee
Osage Advisors, LLC
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
JC
Joseph Chu
RBC
DA
Dave Altman
Bernstein Private Wealth Management
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
MB
Mike Brennan
Brennan Capital Management
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
JB
John Basile
Citrin Cooperman Advisors
WW
Wiktor Wozniak
UBS Global Wealth Management
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
PR
Peter Ricci
Weaver
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
JP
Jim Parmelee
Hamilton Robnison
EW
Elizabeth Wolf
Bernstein Private Wealth Management
BG
Ben Goetsch
Bernstein
Jaron Swartz of First County Bank is a member of XPX Connecticut
Jaron Swartz
First County Bank
JM
Jared Miller
Edward Jones
Carrie DiLauro of Hamilton Robinson Capital Partners is a member of XPX Fairfield County
Carrie Dilauro
Hamilton Robinson Capital Partners
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
RA
Rick Allen
Great Hill Advisors
JP
Jeff Peduto
The ERA Group
BS
Brad Scholtz
Scott Capital Partners, LLC
CH
Casey Haverstick
Bessemer Trust
EC
Erik Campbell
BDO USA
DM
Daniel Miller
Connecticut Business and Industry Association
CS
Chip Steppacher
CFO Consulting Partners
JM
Jessica McCauley
CBIZ, Inc.
NH
Nancy Hancock
Pullman & Comley, LLC