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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.

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Details
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Yahoo! (online)

Date & Time

Wed, Jun 17th, 2026 â‹… 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Status

Registration Open

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

12 people are going
EW
MD
JL
Michael Gershfeld of Emely AI is a member of XPX Long Island
RJ
+7

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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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
TW
Thomas Walsh
Brody Wilkinson PC
Tyler Champagne of AAFCPAs is a member of XPX Fairfield County
Tyler Champagne
AAFCPAs
RS
Ron Smith
Cordis Group
EL
Eric Lopez
Arrowhead Leadership Consulting, LLC