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
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
Tue ⋅ 1:00pm - 7:00pm (EDT)
The Offices of CLA | One Grand Central Place | 60 East 42nd Street | Suite 5100 | New York, NY 10165
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
Wed ⋅ 3:00pm - 5:00pm (EDT)
New Location this month: Consolidated Planning | 6115 Park S Dr | #200 | Charlotte, NC 28210
Tue ⋅ 7:30am - 9:00am (CDT)
San Antonio Petroleum Club, 8620 N New Braunfels Ave # 700, San Antonio, TX 78217
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Tue ⋅ 8:00am - 9:30am (EDT)
Reid’s Fine Foods, South Park – 4331 Barclay Downs Drive, Charlotte NC 28209
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
XPX Dallas- How Will the Company Be Valued? Perspectives from a Private Equity Investor (Case Study)
Tue ⋅ 8:00am - 9:45am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Tue ⋅ 8:00am - 9:30am (EDT)
Reid’s Fine Foods, South Park | 4331 Barclay Downs Drive | Charlotte NC 28209
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Tue ⋅ 8:00am - 9:30am (EDT)
Reid’s Fine Foods, South Park | 4331 Barclay Downs Drive | Charlotte NC 28209
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
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