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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Dec
17

XPX Members Only Cross-Chapter Power Networking (virtual on Swapcard)

Details

Date & Time

Wed, Dec 17th, 2025 ⋅ 3:55pm - 5:00pm (EST)

Location

Virtual - you'll receive Swapcard info to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

35 people attended
Benjamin Cohen of 20/20 Capital Advisory Group is a member of XPX Nashville
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Louise Roussel of KeyBank is a member of XPX Greater Boston
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
RB
+30

PLEASE NOTE: PROGRAM BEGINS AT 4:00PM EASTERN TIME. 

REGISTRATION CLOSES 1 HOUR BEFORE START TIME.


For our December session, we're celebrating our wins in 2025! Come ready to talk about a 2025 success you are celebrating, the collaborators who helped you achieve it and your thoughts on 2026.

XPX Members rely on each other for advice and connections. This program helps spark virtual conversations more broadly across our full network. This program is a supplement to your local XPX Chapter programming. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country.

Our Cross-Chapter Power Networking sessions are hosted on Swapcard, an event technology platform that allows attendees to engage before, during and after the event. Registration is required. First-time users will receive a Swapcard invite link closer to the event date. Within the platform, there will be a Live Session tab that will take you directly to the session on Zoom.

Here's how the Power Networking works:

  • Join the Zoom session promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter community homepage of Swapcard. The groups get formed right on the hour!


  • During this 1-hour program, our Global team will organize three rounds of 20-minute breakout sessions
  • For each breakout session, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)

Power Networking is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

Important note for members who are first-time users of Swapcard: Please register by Tuesday, December 16th in order to be added to the Swapcard platform the day before the program. 

Registration Fee: $15.00

Event registration will close 1 hour to start time. 


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.
Benjamin Cohen of 20/20 Capital Advisory Group is a member of XPX Nashville
Benjamin Cohen
20/20 Capital Advisory Group
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Jim Butler
Wealth Enhancement
Louise Roussel of KeyBank is a member of XPX Greater Boston
Louise Roussel
KeyBank
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
RB
Rudy Buel
RB Sales Solutions powered by Sales Xceleration
Carol Eversen of Chief Outsiders is a member of XPX New Jersey
Carol Eversen
Chief Outsiders
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
Rick Drumm
Peak Leadership Teams, LLC
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
JP
Jessie Pyne
The Pyne Group, LLC
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
RA
Ryan Anderson
Morgan Stanley
Tom Furnas of Inglewood Associates is a member of XPX Cleveland
Tom Furnas
Inglewood Associates
Laura Sandstrom of V3 Advisory, LLC is a member of XPX Cleveland
Laura Sandstrom
V3 Advisory, LLC
SE
Stan Eigenbrodt
Frederic Dorwart, Lawyers PLLC
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Richard
Richard Brothers Financial Advisors
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
LH
Leonard (ladd) Hirsch
Bradley LP
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert (bob) Happ
5-Point Solutions - Software & IT Services
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
Jarrad Holtze of The IEPA is a member of XPX
Jarrad Holtze
The IEPA
Doug Gray of Action Learning Associates is a member of XPX Nashville
Doug Gray
Action Learning Associates
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
JP
Justin Pines
Transworld Business Advisors
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
BK
Brad Kayton
CFO Center
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Carlos Cpwa® Cima® Cexp Cfp® Salmon
Wooster Square Advisor, LLC
JC
James Custer
ROI Performance Group, Inc.
Michael Shaw of The Shaw Law Group, LLC is a member of XPX Maryland
Michael Shaw
The Shaw Law Group, LLC
MD
Mary Dombrowski
Strategic Inflection Advisory Inc.
Edward Bortnick of CBIZ.COM is a member of XPX DC Metro
Edward Bortnick
CBIZ.COM