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  • Exit Planning Exchange
Exit Planning Exchange
Dec
05

XPX Long Island: Holiday Luncheon

Details

Date & Time

Fri, Dec 5th, 2025 â‹… 12:00pm - 2:00pm (EST)

Location

Manhasset Bay Yacht Club 455 Main St, Port Washington, NY 11050

Tickets

Long Island & Tri-State Members
$75.00
Long Island & Tri-State Members Same Day Fee
$85.00
Non-Members
$100.00
Non-Members Same Day Fee
$115.00
XPX Chapter Network Members
$90.00
XPX Chapter Network Members Same Day Fee
$105.00
Guests

Registrants

31 people attended
Mario D'Amore of NBH Bank is a member of XPX New York
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Michael Gershfeld of Emely AI is a member of XPX Long Island
NM
+26

Spread some cheer and celebrate the holiday season with your fellow XPX Long Island members.


Registration Fees:

XPX Long Island & Tri-State Members: $75.00
XPX Long Island & Tri-State Members Same Day Fee: $85.00

XPX Chapter Network Members: $90.00
XPX Chapter Network Members Same Day Fee: $105.00

Non-Members: $100.00
Non-Members Same Day Fee: $115.00

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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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
Richard Strautman of Picus Enterprises, LLC is a member of XPX Long Island
Richard Strautman
Stony Hill Advisors
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey Berkman
Falcon Rappaport & Berkman PLLC
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
NM
Nicole Maldonado
JPM CHASE & CO
Lauri Christiansen of B2B Marketing Strategies, LLC is a member of XPX Long Island
Lauri Christiansen
B2B Marketing Strategies, LLC
JH
Jennifer Herbst
Trusted Associates
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
Gershon Morgulis of Imperial Advisory - Fractional CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory - Fractional CFOs and Advisors
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
MG
Meaghan Gambino
BNy Wealth
Peter Wollmeringer of Rockport Investment Partners is a member of XPX New York
Peter Wollmeringer
Rockport Investment Partners
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Cpa Tepper
CFO Consulting Partners LLC
Jeff Stern of Eagle Business Solutions is a member of XPX Long Island
Jeff Stern
Eagle Business Solutions
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Morgan Stanley Private Wealth Management
DS
Daniel Shulman
City Naitonal Bank
MS
Michael Silva
Emely AI
Julius Picardi of Whitman Funding Solutions is a contact of XPX
Julius Picardi
Whitman Funding Solutions
Paul Plesser of Innovative Family Office is a member of XPX Long Island
Paul Plesser
Innovative Family Office
Becky Creavin of Peapack Private is a member of XPX Long Island
Becky Creavin
Peapack Private
NS
Neil Seiden
Asset Enhancement Solutions, LLC
Keith Conway of White Horse Capital is a member of XPX Tri-State
Keith Conway
The Fortez Group
GK
Gary Kane
Corporate Fuel
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Tri-State
Terence Hannafin
Carter Morse & Goodrich
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
MF
Marisa Friedrich
Kaufman Rossin
BL
Barbara Liguori
Bank of america
GP
Golda Perookunnel
HBK CPAs and Consultants