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  • Exit Planning Exchange
Exit Planning Exchange
Jun
05

XPX Long Island - Wrapping up the 2026 Case Study – How did it end up?

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Details
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Date & Time

Fri, Jun 5th, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735

Status

Registration Open

Tickets

Long Island & Tri-State Members
$0.00
Non-Members Early Bird (through 6/2)
$75.00
Non-members Regular Fee
$90.00
Non-members Same Day/Walk-in Fee
$100.00
XPX Chapter Network Members Early Bird (through 6/2)
$65.00
XPX Chapter Network Members Regular Fee
$75.00
XPX Chapter Network Members Same Day/Walk-in Fee
$85.00
Guests

Registrants

10 people are going
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
Michael Gershfeld of Emely AI is a member of XPX Long Island
Anthony Citrolo of The NYBB Group/The Exit Strategy Lab is a member of XPX Tri-State
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
+5

We have been working this case study for the past two years. What did they choices did they make and did things work out? Join us to find out how the decisions we made affected all of the principals and help us finalize their plan.

Host:

Jeff Stern
CEO Whisperer
Eagle Business Solutions

Agenda:

8:30am - Networking
9:00am - Program
9:45am - Networking
10:00 am- Concludes 

Registration Fees:

Long Island & Tri-State Members in good standing are complimentary.  Registration is required for venue so we have an accurate headcount for catering planning.

 XPX Chapter Network Members Early Bird (through 6/2) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Non-Members Early Bird (through 6/2) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100

Join our membership today!

Breakfast will be served.

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Long Island member referral is required. The XPX Chapter 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.

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.


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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.
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
William Gartland of Bond, Schoeneck & King, PLLC is a member of XPX Long Island
William Gartland
Bond, Schoeneck & King, PLLC
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Anthony Citrolo of The NYBB Group/The Exit Strategy Lab is a member of XPX Tri-State
Anthony Citrolo
The NYBB Group/The Exit Strategy Lab
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Peapack Private
Paul Plesser of Innovative Family Office is a member of XPX Long Island
Paul Plesser
Innovative Family Office
MS
Michael Silva
Emely AI
Samuel Heyman of Bernstein Private Wealth Management is a member of XPX Long Island
Samuel Heyman
Bernstein Private Wealth Management