Put The Power of XPX Membership to Work For You - and Your Clients

The Exit Planning Exchange –  XPX Maryland Chapter is a local nonprofit association of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities.

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XPX Maryland Knowledge Sharing

XPX is about knowledge sharing and collaboration.  This is an opportunity for you to share your knowledge and experience with fellow advisors, and discover what others have contributed. To read more, please visit our Knowledge Exchange.

Power of Five

One of our Chapter’s most popular offerings is our Power of 5 Networking Program. This members-only benefit brings together small groups of advisors from different disciplines and provides a series of structured meetings so you can get to know each other on a much deeper level than you can at your average networking meeting.

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The Latest News – XPX Maryland

Latest – XPX Maryland

Craig Decker of Alex. Brown is a member of XPX Maryland

  April 11, 2022                                                                             FOR IMMEDIATE RELEASE Media Contact: Craig Decker, 410.525.6208      www.DeckerGlobalWealth.com XPX MARYLAND MEMBER CRAIG DECKER NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS  Annapolis, MD – Craig Decker, Managing Director, of Alex. Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320, Annapolis, Maryland 21401 was among the Raymond…

Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland

Conflict avoidance and mitigation create artificial harmony, and by contrast, teams that are comfortable with “creative conflict” will find that the best ideas emerge from debate.  In our 5 Behaviors of a Cohesive Team training, we discuss how the best teams not only have conflict but actually embrace it. However, when we talk about conflict,…

Dina Wasmer of Incite Creative is a member of XPX Maryland

Although graphic designers and brand managers should know the answer to the question, “How do brand colors help businesses increase brand value?”, many business owners don’t. And as members of the C-suite who have the most vested interest in their company’s success, this article will shed some valuable light on the importance of brand colors. Branding Color Schemes Do…

Dina Wasmer of Incite Creative is a member of XPX Maryland

Baltimore, MD, Feb. 14, 2022 — From humble beginnings to today recognized as one of Maryland’s premier boutique marketing advisory firms, Incite Creative celebrates 22 years in business. Incite Creative started as a two-person company working out of a third-floor apartment in Baltimore City. In 2000, it began with just two clients, an interchangeable phone/fax line and a…

Dan Kaplan of Confident Communicators, LLC is a member of XPX Maryland

“So, tell me about yourself.” “What’s happening on the big project?” “How are our quarterly numbers?” If you want to sound confident, your response to any question should be clear and engaging. “Ummm, that’s a good question…” or “Well, that depends…” does not communicate confidence. At The Confident Communicator, we coach aspiring leaders to start…

Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland

Internal Revenue Code Section 401(a)(28) allows employees to diversify a portion of their stock once they meet certain eligibility requirements. There are specific age and service requirements outlined by the IRS to determine who is a Qualified Participant, however your plan may allow for rules that are less restrictive. Statutory Requirements:  Click here to continue…


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Upcoming Chapter Events

Fri, May 20th, 2022 8:00am (EDT)
Rolling Road Golf Club: 814 Hilltop Ave, Catonsville, MD 21228
Wed, May 25th, 2022 10:50am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Wed, Jun 1st, 2022 (EDT)
Your Group Leader Will Reach Out to Set a Date / Time to meet

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Bengur Bryan & Co., Inc.
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Tucker & Meltzer
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Arthur Stein Financial
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Gorfine Schiller & Gardyn
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