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
24
Sep
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
25
Sep
Thu ⋅ 7:45am - 9:15am (EDT)
Offices of Antheil Maslow & MacMinn 131 W. State Street Doylestown, PA 18901 Note: Please park in lot across Clinton Street
25
Sep
Thu ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
25
Sep
Virtual access
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
25
Sep
Virtual access
Thu ⋅ 4:55pm - 6:00pm (EDT)
Virtual - you'll receive Swapcard info to access the program
30
Sep
Virtual access
Tue ⋅ 12:00am - 11:30pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
07
Oct
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
07
Oct
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
09
Oct
Thu ⋅ 7:30am - 9:30am (EDT)
The Tower Club 8000 Towers Crescent Dr Suite 1700, Vienna, VA 22182
14
Oct
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
14
Oct
Tue ⋅ 11:00am - 12:00pm (EDT)
Virtual at 11 AM ET - we'll send the Zoom link once you register
15
Oct
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
16
Oct
Thu ⋅ 7:30am - 9:00am (CDT)
Scrambled, 660 Lake Cook Rd., Deerfield, IL 60015 ( we meet on the Demetri’s side of the facility)
23
Oct
Virtual access
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
30
Oct
Thu ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
04
Nov
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
07
Nov
Fri ⋅ 7:30am - 8:30am (EDT)
967 Coffee Company | 11235 Alpharetta Hwy| Suite 136 | Roswell, GA
11
Nov
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
19
Nov
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
20
Nov
Thu ⋅ 8:30am - 10:00am (EDT)
Wiggin and Dana LLP | 437 Madison Avenue, 35th Floor New York, New York 10022
20
Nov
Virtual access
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
25
Nov
Tue ⋅ 3:00pm - 8:00pm (EDT)
Fairfield University's Dolan School of Business 1073 North Benson Road Fairfield, CT
02
Dec
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
05
Dec
Fri ⋅ 7:30am - 8:30am (EDT)
Atlanta Bread Company 410 Peachtree Parkway, Suite 116 Cumming Ga 30041
18
Dec
Virtual access
Thu ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
06
Jan
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
21
Jan
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
03
Feb
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
18
Feb
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
03
Mar
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
18
Mar
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
07
Apr
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
15
Apr
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
05
May
Tue ⋅ 4:30pm - 6:30pm (EDT)
Peri Peri Bistro | 8531 Brier Creek Pkwy #109 | Raleigh, NC 27617
20
May
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center, 4250 Congress Street | Suite 150 | Charlotte, NC 28209
09
Jun
XPX Dallas- How Will the Company Be Valued? Perspectives from a Private Equity Investor (Case Study)
Tue ⋅ 8:00am - 9:45am (CDT)
Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225
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