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  • Exit Planning Exchange
Exit Planning Exchange
Sep
23

XPX Connecticut: Where do the Markets go from here - Save the date!

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Details
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Date & Time

Wed, Sep 23rd, 2026 â‹… 8:00am - 10:00am (EDT)

Location

The Patterson Club 1118 Cross Hwy Fairfield, CT

Status

Registration Open

Tickets

CT & Tri-State Members
$0.00
Non-Members Early Bird (through 9/21)
$75.00
Non-Members Regular Fee
$90.00
Non-Members Same Day
$100.00
XPX Network Chapter Members Early Bird (through 9/21)
$65.00
XPX Network Chapter Members Regular Fee
$75.00
XPX Network Chapter Members Same Day
$85.00
Guests

Registrants

33 people are going
MR
Michael Gershfeld of Emely AI is a member of XPX Long Island
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
+28

Program details will be available soon. 

Registration Fees:

XPX CT & Tri-State Members: Free

There is no charge for this event but registration is required for catering planning and venue access.

XPX Network Chapter Members:

$65.00 Early Bird (through 9/21)
$75.00 Regular Fee
$85.00 Same Day

Non-members:

$75.00 Early Bird (through 9/21)
$90.00 Regular Fee
$100.00 Same Day

Includes breakfast and coffee.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A Connecticut or Tri-State member referral is required. The XPX 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.

Regular Monthly Educational Events 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 pr 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.
MR
Michael Ruggiero
PKF O'Connor Davies, LLP
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
Michael Engelhart of HCRMA, LLC is a member of XPX Fairfield County
Michael Engelhart
HCRMA, LLC
RJ
Roy Johnson
Touchstone Advisors
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina d'Ambruoso
TD Bank
DA
Dave Altman
Bernstein Global Wealth Management
Tyler Champagne of AAFCPAs is a member of XPX Fairfield County
Tyler Champagne
AAFCPAs
LA
Lori Avedikian
Wells Fargo
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
Brian Lasher of Euclid Harding, LLC is a member of XPX Tri-State
Brian Lasher
Euclid Harding, LLC
SP
Steve Parkes
era Group
TK
Tal Keshet
ND
Nora Debellis
Key Bank
MN
Mark Nuelle
Saybrook CFO
CP
Christopher Phillips
RBC Wealth Management
BH
Bradley Hardy
Citizens Bank
AJ
Andrew Jacob
Martin LLP
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
Mark Kaduboski of Wiggin and Dana is a member of XPX Fairfield County
Mark Kaduboski
Wiggin and Dana
Michael Grundei of Wiggin and Dana LLP is a member of XPX Tri-State
Michael Grundei
Wiggin and Dana LLP
CZ
Carl Zuckerberg
RZH Advisors
SR
Steven Reisberg
CLA
Jeff Peduto of The ERA Group is a member of XPX Connecticut
Jeff Peduto
The ERA Group
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Edward Jones
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph Vonehr
CFO Consulting Partners
Jason Correia of CLA is a member of XPX Tri-State
Jason Correia
CLA
Jaron Swartz of First County Bank is a member of XPX Connecticut
Jaron Swartz
First County Bank
DL
Dennis Ladd
FIDELITY Charitable
NM
Nicholas Marko
IMA Financial Group
WW
Wiktor Wozniak
UBS Global Wealth Management