• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • The Generational Shift In Business
    • Chapters in Development
      • Fort Worth
      • Miami
      • Phoenix
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jan
22

XPX New York | 2026 Kickoff: Welcome Back & Power Networking Breakfast

Details

Date & Time

Thu, Jan 22nd, 2026 ⋅ 8:30am - 10:00am (EDT)

Location

Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022

Tickets

Non-Members Early Bird (through 1/19)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day/Walk-In Fee
$100.00
NYC & Tri-State Members
$0.00
XPX Chapter Network Member Early Bird (through 1/19)
$65.00
XPX Chapter Network Member Regular Fee
$75.00
XPX Chapter Network Member Same Day/Walk-in Fee
$85.00
Guests

Registrants

39 people attended
BL
Kevin Gavey of UBS Financial Services is a member of XPX New York
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Achal Tandon of ERA Group is a member of XPX Tri-State
Louis Bernardi of BritePath aka Group Planners Inc is a member of XPX Tri-State
+34

Kick off 2026 with XPX NYC as we bring the community back together for a high-energy, relationship-driven breakfast focused on what matters most: connections, collaboration, and deal flow.

This January meeting is intentionally designed as a networking-first session. Meaningful conversations with fellow advisors, dealmakers, and operators across the XPX ecosystem.

We’ll:

  • Welcome members back after the holidays
  • Introduce the new chapter leadership and direction for 2026
  • Re-center XPX as a referral-driven, relationship-building community
  • Create space for intentional networking and new connections

Whether you’re looking to deepen existing relationships or meet new collaborators to work with this year, this is the perfect way to start 2026 strong.


Registration Fees:

XPX NY and Tri-State Members in good standing are complimentary, so join Today!

Non-members:

$75.00 Early Bird (through 1/19)
$90.00 Regular Fee
$100.00 Same Day Registration/Walk-In Fee

XPX Chapter Network Members:

$65.00 Early Bird (through 1/19)
$75.00 Regular Fee
$85.00 Same Day Registration/Walk-In Fee

Breakfast will be provided.

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.

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.
Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
BL
Bernie Leone
Withum
Kevin Gavey of UBS Financial Services is a member of XPX New York
Kevin Gavey
UBS Financial Services
Michael Clear of Wiggin and Dana is a member of XPX Tri-State
Michael Clear
Wiggin and Dana
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Louis Bernardi of BritePath aka Group Planners Inc is a member of XPX Tri-State
Louis Bernardi
BritePath Benefits
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
John Ruckstuhl of Weaver is a member of XPX Tri-State
John Ruckstuhl
Weaver
CG
Charles Gerber
Triumph First LLC
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Tri-State
Diane Johnston
UBS Financial Services, Inc.
PF
Peggy Frye
Glenayr Family Advisors
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Khalif Nunnally-Rivera of ICA Group is a member of XPX New York
Khalif Nunnally-Rivera
ICA Group
MS
Michelle Slinn
J.P. Morgan
MB
Madison Brenchak
JPMorgan
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group, Inc.
RP
Robert Pascale
J.P. Morgan Private Bank
AC
Anthony Cook
AB
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
RA
Rahul Agarwal
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
HO
Heather Oboda
Citrin Cooperman
JC
Joseph Chu
RBC
JC
John Chevalier
Flushsing Bank
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
DG
David Gaynor
Marshall & Stevens Incorporated
BG
Ben Gomes
Merrill Lynch
EL
Evan Levine
Complete Advisors Valuations
AM
Ali Masoud
PCE
JF
Julian Friedman
Hotaling Insurance Services
JT
Jonathan Tang
Empire Valuation Consultants
NV
Neil Valsangkar
IMA Corp.
Michael Karwic of Glenayr Family Advisors is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Michael Karwic
Glenayr Family Advisors
MD
Mark Dailey
Newport LLC
Richard Hulme of Newport LLC is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Richard Hulme
Newport LLC
DD
Daniel Daffern
Sapling Financial Consultants