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              GROWTH. TRANSFER. LEGACY.

EVENTS

Exit Planning Exchange Atlanta holds monthly events at the Buckhead Club and socials throughout the Greater Atlanta area.

XPX Atlanta promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.

2020 Calendar: All Tuesdays: Jan 14 Breakfast, Feb 11 – Lunch; Mar 10 – Breakfast; Apr 14 – Lunch; May 12 – Breakfast; Jun 9 – Lunch; Jul 14 – Breakfast; Aug 11 – Lunch; Sep 8 – Breakfast; Oct 13 – Lunch; Nov 10 – Breakfast; Dec 8 - Lunch

Upcoming events

    • February 11, 2020
    • 11:15 AM - 1:30 PM
    • The Buckhead Club- 3344 Peachtree Rd, NE, Suite 2600, Atlanta, GA 30326 - Directions url: https://www.clubcorp.com/Clubs/Buckhead-Club/About-the-Club/Directions-Hours
    Register

    One of the pillars of XPX Atlanta and simply no other way to serve our client business owners! Without a truly collaborative advisory team, we all do a disservice to our clients.

    More details on this event coming soon.

    • Get real perspective with our case study and roundtable approach
    • Pick up tips on how you can bring the advisory team together
    • Learn how to educate your clients on the collaborative approach
    • Get to know other advisors as resources for your clients
    • Enjoy a half hour of open networking
    • Gain an appreciation of the power of the XPX Advisor Principles!

    Registration & Open Networking 11:15 AM – 11:45 AM

    PARKING OPTIONS!!

    SELF-PARK: We will hand you a validated ticket after the event to use at the gate as you leave.

    VALET: Your valet ticket will state “The Buckhead Club”, so you will not need anything to retrieve your car.


    • February 19, 2020
    • 11:00 AM - 11:30 AM
    • Virtual - you'll receive call-in instructions upon registering
    Register

    Welcome to XPX!

    Please join us at this quick web meeting with other new members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share resources (especially our private video library) with your clients
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the second Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting)


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