XPX National Calendar
This calendar includes all XPX- Exit Planning Exchange meetings at all Chapters including panel discussions, workshops, seminars and networking events. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!
XPX Events
National Calendar
This calendar includes all XPX- Exit Planning Exchange meetings at all Chapters including panel discussions, workshops, seminars and networking events. Right now, some of our events are hybrid, in-person and virtual and most are open to any interested advisor. Join in and experience XPX live!
Contact & Connect
19
Feb
Thu ⋅ 7:30am - 9:00am (CST)
The Offices of Aprio Advisory Group | 1051 Perimeter Drive, 9th Floor | Schaumburg, IL 60173
19
Feb
Thu ⋅ 4:00pm - 7:00pm (EST)
Hahn Loeser & Parks, 200 Public Square, Suite 2800, Cleveland, OH
19
Feb
Virtual access
Thu ⋅ 4:00pm - 5:15pm (EST)
Virtual on Zoom - you'll receive a Zoom link to access the program
25
Feb
Wed ⋅ 8:30am - 9:30am (CST)
Old National Bank | 1201 Demonbreun St., Suite 700 | Nashville, TN 37203.
25
Feb
Virtual access
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
26
Feb
Thu ⋅ 7:45am - 9:15am (EST)
NEW LOCATION THIS MONTH: Kreischer Miller | 100 Witmer Road | Horsham, PA 19044
26
Feb
Thu ⋅ 8:30am - 10:00am (EST)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
26
Feb
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
28
Feb
Virtual access
Sat ⋅ 12:00am - 11:30pm (EST)
Your Group Leader Will Reach Out to Set a Date / Time
03
Mar
Tue ⋅ 4:30pm - 6:30pm (EST)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
03
Mar
Tue ⋅ 4:30pm - 7:00pm (PST)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
06
Mar
Fri ⋅ 7:30am - 8:30am (EST)
ROAM Alpharetta | 5815 Windward Pkwy, Suite 302 | Alpharetta, GA 30005
10
Mar
Tue ⋅ 7:30am - 9:00am (CST)
Land & Lake Restaurant - Rosemont | 6600 Mannheim Rd. | Rosemont, IL 60018
10
Mar
Tue ⋅ 10:00am - 11:00am (EST)
The Buckhead Club | 3344 Peachtree Rd NE | Suite 2600 (Side Boardroom – near luncheon program room)| Atlanta, GA 30326
10
Mar
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
10
Mar
Tue ⋅ 11:00am - 12:00pm (EST)
Virtual at 11 AM ET - we'll send the Zoom link once you register
12
Mar
Thu ⋅ 7:30am - 9:30am (EST)
Tower Club | 8000 Towers Crescent, Dr Suite 1700 | Vienna, VA 22182
18
Mar
Wed ⋅ 3:00pm - 5:00pm (EST)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
24
Mar
Tue ⋅ 1:00pm - 7:00pm (EST)
The Offices of CLA | One Grand Central Place | 60 East 42nd Street | Suite 5100 | New York, NY 10165
26
Mar
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
07
Apr
Tue ⋅ 4:30pm - 6:30pm (EST)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
15
Apr
Wed ⋅ 3:00pm - 5:00pm (EST)
New Location this month: Consolidated Planning | 6115 Park S Dr | #200 | Charlotte, NC 28210
22
Apr
Virtual access
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
23
Apr
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
28
Apr
Virtual access
Tue ⋅ 4:00pm - 5:15pm (EST)
Virtual on Zoom - you'll receive a Zoom link to access the program
05
May
Tue ⋅ 4:30pm - 6:30pm (EST)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
05
May
Tue ⋅ 4:30pm - 7:00pm (PST)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
07
May
Thu ⋅ 7:30am - 9:30am (EST)
Tower Club | 8000 Towers Crescent, Dr Suite 1700 | Vienna, VA 22182
12
May
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
20
May
Wed ⋅ 3:00pm - 5:00pm (EST)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
28
May
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
09
Jun
XPX Dallas- How Will the Company Be Valued? Perspectives from a Private Equity Investor (Case Study)
Tue ⋅ 8:00am - 9:45am (CST)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
09
Jun
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
24
Jun
Virtual access
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
25
Jun
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
09
Jul
Thu ⋅ 7:30am - 9:30am (EST)
Tower Club | 8000 Towers Crescent, Dr Suite 1700 | Vienna, VA 22182
23
Jul
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
11
Aug
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
26
Aug
Virtual access
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
27
Aug
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
08
Sep
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
24
Sep
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
08
Oct
Thu ⋅ 7:30am - 9:30am (EST)
Tower Club | 8000 Towers Crescent, Dr Suite 1700 | Vienna, VA 22182
13
Oct
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
22
Oct
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
28
Oct
Virtual access
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
10
Nov
Tue ⋅ 11:00am - 1:00pm (EST)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
19
Nov
Virtual access
Thu ⋅ 9:30am - 10:30am (EST)
Virtual - Connection details will be sent prior to the session.
16
Dec
Virtual access
Wed ⋅ 10:50am - 11:30am (EST)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
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