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  • Exit Planning Exchange
Exit Planning Exchange
Feb
19

XPX Members-Only Cross-Chapter Power Networking (networking led Propel Comprehensive Wellness, virtual)

Details

Date & Time

Thu, Feb 19th, 2026 ⋅ 4:00pm - 5:15pm (EDT)

Location

Virtual on Zoom - you'll receive a Zoom link to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

48 people attended
Vince Liuzzi of Transworld Business Advisors of Cleveland Metro | Akron | Canton is a member of XPX Cleveland
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
OZ
Carlos Salmon, CFP®, CExP, CIMA®, CPWA® of CIC Wealth, LLC is a member of XPX Hartford
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
+43

PLEASE NOTE: PROGRAM BEGINS AT 4PM EASTERN TIME. 

REGISTRATION CLOSES 1 HOUR BEFORE START TIME.



Cross-Chapter Power Networking is a great way to meet other XPX members across the country. Advisor Resource Center member, Dr. Michelle Fritsch, Co-Founder of Propel Comprehensive Wellness will be leading our February program.

We all mention ‘life beyond the sale’ to our clients, but in these breakouts the focus will be on more specific strategies to enable them to reap the rewards of a successful exit.

Propel helps owners, 2-5 years prior to exit, plan a Wellness Portfolio™ that will maintain health during the transition period and beyond, navigate this broken health system, uncover fulfilling purpose, and prepare relationships for life after exit.

Michelle is a Doctor of Pharmacy, Board Certified in Geriatrics, which encompasses care of people from nearing the exit through the rest of life.  Nearly 2/3 have their plans derailed for preventable reasons.  Lost health and relationships play a large role in the dissatisfaction of owners a year after the sale. 

  • During the program, our Global team will organize three rounds of approximately 15-minute breakout rounds
  • For each breakout round, 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!

Registration Fee: $15.00

Event registration will close 1 hour to start time. 

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Vince Liuzzi of Transworld Business Advisors of Cleveland Metro | Akron | Canton is a member of XPX Cleveland
Vince Liuzzi
Transworld Business Advisors of Cleveland Metro | Akron | Canton
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
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
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
SL
Shawn Lally
BizPayPros
Todd White of ClearPeg LLC is a member of XPX Houston
Todd White
ClearPeg LLC
Dianne Campbell of PRODUCTIVITY is a member of XPX Charlotte
Dianne D. Campbell
PRODUCTIVITY
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Jeff Peduto of The ERA Group is a member of XPX Connecticut
Jeff Peduto
The ERA Group
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
Karen Tax of IAMX is a member of XPX Triangle
Karen Tax
IAMX
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Jeff Weingrad
Incite Business Partners
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
CA
Catherine Allen
AO People Partners
BK
Bruce Kauffman
Kauffman and Forman, PA
Susan Kite of First Women's Bank is a member of XPX Atlanta
Susan Kite
First Women's Bank
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
CC
Charles Clark
OceanFirst Bank
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
RS
Russell Stern
Ruskin Moscou Faltischek, P.C.
Doug Gray of Action Learning Associates is a member of XPX Nashville
Doug Gray
Action Learning Associates
Patrick Johnston of IBG Business is a member of XPX Houston
Patrick Johnston
IBG Business
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
JP
Jessie Pyne
The Pyne Group, LLC
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOP Plus LLC
Scott Young of Alliance Private Wealth is a member of XPX Greater Boston
Scott Young
Alliance Private Wealth
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
AM
Alexander Brokhin
Imperial
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
BN
Berk Nowak
Brown Advisory
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
JS
Jill Scher
CBIZ INC
Len Bruskiewitz of Greater Heights Coaching is a member of XPX Greater Boston
Len Bruskiewitz
Greater Heights Coaching
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Spellman Capital Strategies
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
Anna Dashkevich of Anna Dashkevich, CFP, CEPA is a member of XPX Houston
Anna Dashkevich
Anna Dashkevich, CFP, CEPA
JM
Jared Miller
Edward Jones
Mary Fazio of Morgan Stanley is a member of XPX Atlanta
Mary Fazio
Morgan Stanley
Shelley Miller of ICA Group, Inc. is a member of XPX New York
Shelley Miller
ICA Group, Inc.
Eric Togneri of My Biz Worth is a member of XPX
Eric Togneri
Neri Capital Partners