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
18
Aug
Tue ⋅ 5:30pm - 7:30pm (EDT)
VooDoo Brewing, Roswell 1010 Mansell Rd Ste 180, Roswell, GA 30076
19
Aug
Wed ⋅ 11:30am - 1:00pm (HST)
Accuity Advisors (NEW location) 12th floor American Savings Bank Building (1001 Bishop Street, Honolulu, HI 96813)
20
Aug
Thu ⋅ 4:00pm - 6:00pm (MST)
Hundred Mile Brewing Company 690 N Scottsdale Rd Unit A, Tempe, AZ 85281
20
Aug
Thu ⋅ 5:00pm - 7:00pm (EDT)
The Craic (Former Rusty Bucket) 4810 Ashley Park Lane Charlotte NC 28210
25
Aug
Virtual access
Tue ⋅ 3:00pm - 4:00pm (EDT)
Virtual - Connection details will be sent once you register
25
Aug
Virtual access
Tue ⋅ 4:00pm - 5:15pm (EDT)
Virtual on Zoom - you'll receive a Zoom link to access the program
26
Aug
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
27
Aug
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
27
Aug
XPX Denver - Business Owner Conversation: The Realities of Buying and Selling a Business on Your Own
Thu ⋅ 11:30am - 1:30pm (MDT)
Marco’s Coal Fired Pizza| Ballpark 2129 Larimer St Denver, CO 80205
27
Aug
Thu ⋅ 4:30pm - 7:00pm (CDT)
Park Cities Club @ 5956 Sherry Lane Road, Suite 1700, Dallas, TX 75225
27
Aug
Thu ⋅ 5:45pm - 9:00pm (CDT)
Wintrust Field | Suite 305 |1999 S Springinsguth Rd | Schaumburg, IL 60193.
31
Aug
Virtual access
Mon ⋅ 12:00am - 11:30pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
01
Sep
Tue ⋅ 8:00am - 9:30am (EDT)
Reid’s Fine Foods, South Park | 4331 Barclay Downs Drive | Charlotte NC 28209
01
Sep
Tue ⋅ 4:30pm - 7:00pm (PDT)
(Please note venue change in September) BPM LLP | One California Street | Suite 2500 | San Francisco, CA 94111
01
Sep
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
04
Sep
Fri ⋅ 7:30am - 8:30am (EDT)
ROAM - Galleria/Cumberland |3101 Cobb Pkwy SE | Atlanta, GA 30339
08
Sep
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
15
Sep
Tue ⋅ 10:00am - 11:00am (EDT)
3350 Peachtree Conference Center 3350 Peachtree Road NE (2nd floor conference room), Atlanta, GA 30326
16
Sep
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center 4250 Congress Street, Suite 150; Charlotte, NC 28209
23
Sep
Wed ⋅ 12:00pm - 1:15pm (EDT)
Offit Kurman | 2000 Market Street, 27th Floor | Philadelphia, PA 19103
24
Sep
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
24
Sep
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
02
Oct
Fri ⋅ 7:30am - 8:30am (EDT)
ROAM - Peachtree Corners | 3847 Medlock Bridge Rd | Peachtree Corners, GA 30092
06
Oct
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
06
Oct
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
08
Oct
Thu ⋅ 7:30am - 9:30am (EDT)
Tower Club | 8000 Towers Crescent, Dr Suite 1700 | Vienna, VA 22182
13
Oct
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
21
Oct
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
22
Oct
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
22
Oct
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
28
Oct
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
03
Nov
Tue ⋅ 8:00am - 9:30am (EDT)
Reid’s Fine Foods, South Park | 4331 Barclay Downs Drive | Charlotte NC 28209
03
Nov
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
03
Nov
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
06
Nov
Fri ⋅ 7:30am - 8:30am (EDT)
ROAM - Trilith | 210 Trilith Parkway Suite 100 | Fayetteville, GA 30214
10
Nov
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
18
Nov
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
19
Nov
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
19
Nov
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
23
Nov
Mon ⋅ 3:00pm - 8:00pm (EDT)
Fairfield University's Dolan School of Business 1073 North Benson Road Fairfield, CT
01
Dec
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
04
Dec
Fri ⋅ 7:30am - 8:30am (EDT)
ROAM Buckhead - Peachtree | 3535 Peachtree Road NE, Suite 320 | Atlanta, GA 30326
16
Dec
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
17
Dec
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
05
Jan
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
20
Jan
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
28
Jan
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
02
Feb
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
17
Feb
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
25
Feb
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
02
Mar
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
17
Mar
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
25
Mar
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
06
Apr
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
21
Apr
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
22
Apr
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
04
May
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
27
May
Thu ⋅ 8:30am - 10:00am (EDT)
The Offices of CLA | 60 E 42nd St | Ste 5100 | New York, NY 10165
01
Jun
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
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