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• XPX New Member Orientation

  • When
    December 18, 2019
  •  
    11:00 AM - 11:30 AM
  • Location
    Virtual - you'll receive call-in instructions upon registering

  Register

  Welcome to XPX!

  Please join us at this quick web meeting to meet 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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• XPX DC Metro - Back to Basics – The Exit Planning Process

  • When
    January 09, 2020
  •  
    7:30 AM - 9:30 AM
  • Location
    Tower Club |Skyline Room| 8000 Towers Crescent, Suite 1700, Vienna VA
  • Registered
    9 registrants

  Register

  Our overall training theme for 2020 is “Back to Basics”. Given the complex nature of Exit Planning, having a firm grasp on the “Foundational Big Rocks” of the Exit Planning Process is essential for every advisor to effectively serve their clients.
  
  Pat Carroll and Todd Feldman of Obsidian Planning Solutions are Certified Exit Planners who will set the stage for the year by providing an overview of the process, the key questions an owner needs to answer and the core elements of the process.
  

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