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  • Exit Planning Exchange
Exit Planning Exchange
Jun
17

XPX Connecticut -Getting to Close: Members stories on how they got challenging deals closed.

Details

Date & Time

Wed, Jun 17th, 2026 â‹… 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 6/14)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day
$100.00
XPX Network Chapter Members Early Bird (through 6/14)
$65.00
XPX Network Chapter Members Regular Fee
$75.00
XPX Network Chapter Members Same Day
$85.00
Guests

Registrants

32 people attended
EW
MD
JL
Michael Gershfeld of Emely AI is a member of XPX Long Island
RJ
+27

Members will share stories about times when they had challenges to getting their deal closed. Stories will include overcoming obstacles, bringing in other specialist or leveraging their networks.


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 6/14)
$75.00 Regular Fee
$85.00 Same Day

Non-members:

$75.00 Early Bird (through 6/14)
$90.00 Regular Fee
$100.00 Same Day

Includes breakfast and coffee.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Connecticut or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Regular Monthly Educational Events 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 pr credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.


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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.
EW
Elizabeth Wolf
Bernstein Private Wealth Management
MD
Mark Dailey
Newport LLC
JL
Jason Liu
General Network
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
RJ
Roy Johnson
Touchstone Advisors
Michelle Orr of Live Oak Bank is a member of XPX Connecticut,Fairfield County,Hartford
Michelle Orr
Live Oak Bank
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail Harris
Wealthspire Advisors
Tyler Champagne of AAFCPAs is a member of XPX Fairfield County
Tyler Champagne
AAFCPAs
RS
Ron Smith
Cordis Group
JM
Jordan Marino
Connecticut Capital
MB
Michael Bilokin
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Edward Jones
CH
Casey Haverstick
Bessemer Trust
IS
Ian Stuart
CFO Consulting Partners
Jeff Peduto of The ERA Group is a member of XPX Connecticut
Jeff Peduto
The ERA Group
ND
Nora Debellis
Key Bank
BH
Bradley Hardy
Citizens Bank
CS
Chris Salem
CRS Group Holdings, LLC (Sustainable Success Coaching & Consulting)
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Touchstone Advisors, LLC
Mark Campbell of Scout Valuations is a member of XPX Fairfield County
Mark Campbell
Scout Valuations
DB
Dennis Brown
Merrill
WW
Wiktor Wozniak
UBS Global Wealth Management
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
JM
Jess Marshall
SR
Steven Reisberg
CLA
CG
Carlos Garcia-Tunon
Murphy Business Sales
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich