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
XPX Houston: Legal Update for Owners - Hidden Risks, Shifting Rules, Changing Areas of Focus in 2025
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Tue ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive Swapcard info to access the program
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
Wed ⋅ 5:00pm - 8:00pm (EDT)
Victory Brewing Company | 1776 Benjamin Franklin Parkway | Philadelphia, PA 19103
Thu ⋅ 7:45am - 9:00am (EDT)
Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street
Thu ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Thu ⋅ 4:00pm - 5:30pm (CDT)
Demetri’s, 660 Lake Cook Rd, Deerfield, IL 60015
Fri ⋅ 8:00am - 10:00am (EDT)
Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228
Tue ⋅ 4:30pm - 6:30pm (EDT)
Nutter, McClennen & Fish 155 Seaport Blvd. Boston, MA 02210
Wed ⋅ 12:00am - 11:00pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
Wed ⋅ 7:45am - 9:00am (EDT)
BNY Wealth 1735 Market Street, 9th Floor, Philadelphia, PA 19103
Wed ⋅ 5:30pm - 7:30pm (MDT)
Denver Athletic Club | 1325 Glenarm Pl | Denver, CO 80204
Fri ⋅ 7:30am - 8:30am (EDT)
Warm Waves Coffee House 52-A S Main St, Alpharetta, GA 30009
Fri ⋅ 8:30am - 10:00am (EDT)
Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735
Tue ⋅ 8:00am - 9:45am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
Tue ⋅ 4:00pm - 6:00pm (CDT)
Butterfield Country Club 2800 Midwest Rd. Oak Brook, IL 60523
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Wed ⋅ 8:30am - 10:00am (EDT)
Waterbean Coffee | 19420 Jetton Rd #105 | Cornelius, NC 28031
Wed ⋅ 11:00am - 1:00pm (CDT)
501 Commerce Street, 24th Floor, Nashville TN
Wed ⋅ 4:00pm - 6:30pm (EDT)
MAGNET: The Manufacturing Advocacy and Growth Network, 1800 E. 63rd St., Cleveland, OH
Tue ⋅ 11:30am - 7:00pm (EDT)
Nutter McClennen & Fish LLP - 155 Seaport Blvd, Boston, MA 02210
Tue ⋅ 5:00pm - 7:00pm (EDT)
Seasons 52 Garden City 630 Old Country Rd Suite L02, Garden City, NY 11530
Fri ⋅ 8:00am - 10:00am (EDT)
Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228
Tue ⋅ 11:00am - 12:00pm (EDT)
Virtual at 11 AM ET - we'll send the Zoom link once you register
Thu ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Thu ⋅ 3:30pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Tue ⋅ 8:00am - 9:45am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Tue ⋅ 4:00pm - 8:00pm (EDT)
The Union Club of Cleveland | 1211 Euclid Ave, Cleveland, OH 44115
Sat ⋅ 11:00am - 8:00pm (EDT)
124 Kirkwall Place Mooresville, NC 28117
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Thu ⋅ 4:00pm - 6:30pm (EDT)
Union Club, 1211 Euclid Avenue Cleveland, OH
Fri ⋅ 8:00am - 10:00am (EDT)
Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
Fri ⋅ 8:00am - 10:00am (EDT)
Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Tue ⋅ 4:00pm - 6:30pm (EDT)
Hill n’ Dale Club 3605 Poe Rd. Medina, OH 44256
Tue ⋅ 7:30am - 9:00am (CDT)
The Briar Club 2603 Timmons Lane, Houston, TX 77027
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
Fri ⋅ 8:00am - 10:00am (EDT)
Rolling Road Golf Club 814 Hilltop Road Catonsville, MD 21228
Tue ⋅ 4:30pm - 6:00pm (CDT)
TBD
Thu ⋅ 4:00pm - 7:00pm (EDT)
Union Club, 1211 Euclid Avenue Cleveland, OH
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
XPX Events
National Calendar Past Events
Thu, Apr 17th, 2025 ⋅ 3:30pm - 5:00pm (EDT)
Thu, Apr 17th, 2025 ⋅ 11:30am - 1:30pm (EDT)
Thu, Apr 17th, 2025 ⋅ 7:30am - 9:30am (CDT)
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