A Wealth of Learning Opportunities – and Resources – at Your Fingertips

Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients.  XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas.   Here are recent posts from our chapter activities and members:

News & Posts

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

A traveler came upon an old woman selling vegetables by the roadside. “Grandmother, what sort of people live in the next town?” asked the stranger. The old woman looked at the traveler. “What were the people like in the town you just came from?” she asked him. “Oh, They were a bad lot. Troublemakers, and…

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…

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

When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject to certain procedures and additional benefits. Before these procedures and benefits can be applied, it is important to understand how your ESOP Plan Document defines disability and whether or not the employee’s circumstance meets that…

Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Maryland

People have been selling businesses and retiring forever, so why is this important? Well, after nearly 30 years in healthcare, I’ve seen a startling trend that must be addressed. Let’s walk through two scenarios, and you pick the one that reflects your future desires. Retirement Scenario 1 – The Cliff It is not uncommon for…

Dina Wasmer of Incite Creative is a member of XPX Maryland

In this vast and ever-changing world of technology, gobs of email service providers (ESP) exist. The most common include Gmail, Outlook, Apple Mail, and Yahoo. And there are even some AOL users still out there. And come September 15, 2021, Apple will throw us all a curveball. But Before we Tackle Apple, Let’s Start with…

Cheryl Centeno of XPX Global is a member of XPX

We can’t wait for you to experience the cleaner, brighter and more user-friendly feel of our new platform! The site is designed to give you and your company greater visibility. Here are three things you should know: Emails from XPX will now come from my.exitplanningexchange.com—please adjust your email settings! Your new profile can have a…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Maryland. Strategic Workplace Transition: A Psychological and Tactical Perspective Join us for a deep dive into issues business owners will be navigating as employees return to the office. Laena Capps, Executive Director of HR at Capital Services, and Litsa Williams, Co-Founder at What’s Your Grief, will cover operational and psychological concepts…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Maryland. Understanding New Tax Laws: What Do they mean for business owners Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, helps us traverse new Tax Reform legislation and understand how the new laws will impact business owners. Our Speaker: Ed Kidner, Attorney at Davis, Agnor, Rapaport & Skalny, LLC Ed…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Maryland.  2021 Economic Outlook Please join us as Leo Kelly, CEO of Verdence Capital Advisors, discusses the Economic Outlook for 2021 and beyond. With the election behind us and the introduction of COVID-19 vaccines, Leo offers insight into this highly dynamic, nontraditional and politically uncertain environment. Our Speaker: Leo Kelly, Founder…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Maryland. Navigating Maryland’s Business Climate Please join us as Duane Carey, President of Maryland Free, provides a no-holds-barred view of Maryland politics and discusses business-related bills that passed the 2020 Session of the Maryland General Assembly. Duane will outline how these bills will impact business in Maryland now and in the…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Maryland.  High Risk, High Potential, High-healed Entrepreneurs Gina Dubbe and Dr Leslie Apgar share with us how a ob-gyn and an engineer turned entrepreneur became best friends and embarked on a cannabis enterprise that paid off big. With equal parts humor, humility, and resolve, they discuss their challenge and triumphs. They…

XPX Content of Exit Planning Exchange is a member of XPX
XPX Content

Program produced by XPX Maryland.  Retirement Please join us as Michelle Fritsch and XPX member Terry Schaefer provide insights and ideas on helping successful business owners transition from full time professional pursuits to actively walking into their retirement years – healthy, wealthy, and wise. Speakers:   Michelle Fritsch, Pharm.D., BCGP, BCACP. Principle: Meds MASH, LLC and…

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