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  • Exit Planning Exchange
Exit Planning Exchange
Feb
12

XPX Connecticut Networking: A deeper dive

Details

Date & Time

Thu, Feb 12th, 2026 ⋅ 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Tickets

CT & Tri-State Members
$0.00
Non-Members Early Bird (through 2/9)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day
$100.00
XPX Network Chapter Members Early Bird (through 2/9)
$65.00
XPX Network Chapter Members Regular Fee
$75.00
XPX Network Chapter Members Same Day
$85.00
Guests

Registrants

51 people attended
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
NC
EW
DA
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
+46

This interactive session is designed to help members gain clarity around who they serve best—and how to recognize opportunities to make high-quality referrals within the XPX community. Through guided discussion, you’ll create a personalized “Ideal Referral Card” you can use as a practical networking framework moving forward.

Board Member Christopher Michelsen will lead the group through this exercise.


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 2/9)
$75.00 Regular Fee
$85.00 Onsite/Same Day

Non-members:

$75.00 Early Bird (through 2/9)
$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.

Click here to register for our XPX Tri-State Summit on Tuesday, March 24, 2026 from 1-7PM at The Offices of CLA | One Grand Central Place | 60 East 42nd Street | Suite 5100 | New York, NY 10165

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
NC
Nathan Collins
Raymond James
EW
Elizabeth Wolf
Bernstein Private Wealth Management
DA
Dave Altman
Bernstein Private Wealth Management
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
SR
Steven Reisberg
CLA
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital
MK
Matthew Kerzner
New England Center for Family Business Excellence
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
JM
Jared Miller
Edward Jones
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
ND
Nora Debellis
Key Bank
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
David Wallace of Wallace Management Group is a member of XPX Fairfield County
David Wallace
Wallace Management Group
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Jeff Peduto of The ERA Group is a member of XPX Connecticut
Jeff Peduto
The ERA Group
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert Brody
Brody and Associates, LLC
BH
Bradley Hardy
Citizens Bank
MD
Mark Dailey
Newport LLC
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
SW
Sarah Watson
CLA
BO
Brian O'Connor
Aevisor Solutions
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
CH
Casey Haverstick
Bessemer Trust
JL
Jason Liu
General Network
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
DH
David Halper
Trivium Point Advisory
SH
Sarah Hammer
Trivest
Jaron Swartz of First County Bank is a member of XPX Connecticut
Jaron Swartz
First County Bank
UM
Uliana Michaelis
Wealthspire
ML
Mike Laskowski
41 Legacy
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Webster Bank
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
BF
Brian Fischer
Day Pitney LLP
TP
Timothy Paradis
Crestwood Advisors
Daniel Trudo of Peapack Gladstone Bank is a member of XPX Fairfield County
Daniel Trudo
Peapack Private Bank
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Kevin Donovan of Fortis Sales Solutions is a member of XPX Hartford
Kevin Donovan
Fortis Sales Solutions
LM
Lawrenzo McGee
LNS Group LLC
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
RJ
Roy Johnson
Touchstone Advisors
IS
Ian Stuart
CFO Consulting Partners
WW
Wiktor Wozniak
UBS Global Wealth Management
DL
Dennis Ladd
FIDELITY Charitable
KM
Kevin Manning
Associated Benefit Consultants
TB
Thomas Bronner
Young America Capital
PK
Peter Kearney
Reynolds + Rowella