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                GROWTH. TRANSFER. LEGACY.

Emerging Professionals

Many of the XPX Chapters are launching unique membership and programming offerings for young and/or emerging professionals. 

This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors---and the professionals who will support the next generation of member and sponsor clients.

Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.

This page includes information about who is involved at this level and a calendar of current and past events. 

Emerging Professional Chairs

Emerging Professional Members

Upcoming Events

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

    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)

    • February 27, 2020
    • 5:30 PM - 7:30 PM (CST)
    • El Tapeo (Top Floor Restaurant of the Le Meridien Hotel) - 2100 Spring Rd, Oak Brook, IL 60523

    Join XPX colleagues and guests for an informal happy hour get together. Bring a colleague or friend that you think will benefit from XPX! Registration is encouraged and there is no attendance fee for this event; attendees are free to purchase their own drinks or food.

    Where: El Tapeo (Top Floor Restaurant of the Le Meridien Hotel) - 2100 Spring Rd, Oak Brook, IL 60523
    When:  Thursday, February 27, 2020
    Time:    5:30 PM-7:30 PM


    • March 05, 2020
    • 5:30 PM - 8:30 PM
    • 5Iron Golf Baltimore, 415 S Central Ave, Baltimore, MD 21202


    Have you been interested in learning to play golf? Are you looking to work on your swing? Do you enjoy spending time with like minded professionals in new, exciting places? If any or all of the above are true, then come out to 5Iron Golf for an evening of networking and golf with the MD Exit Planning Exchange’s Emerging Professionals Group. We will have two golf simulators with a number of different games, as well as a golf pro who will be with us the entire evening to help people learn to play golf, or simply refine the skills they already have. For those uninterested in golf there will be hors d’oeuvres, a bar, and plenty of great people to meet.

    When: Thursday, March 5th
    Time: 5:30-8:30 PM
    Where: 5Iron Golf Baltimore, 415 S Central Ave, Baltimore, MD 21202
    Cost: $55 for non-members, $45 for members

    SAME DAY/WALK-IN REGISTRATION:  $65 for non-members, $55 for members

    XPX Emerging Professionals is a community of emerging professionals who are engaged in helping business owners build valuable businesses and assisting them in preparing for, and ultimately executing a successful transition.

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