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
14
Jul
Featured
Tue ⋅ 1:00pm - 5:15pm (EDT)
Virtual on Zoom (login info will be sent prior to event)
An engaging virtual half-day conference featuring expert-led panel discussions and real-world collaboration stories from XPX members.
05
Jun
Fri ⋅ 8:30am - 10:00am (EDT)
Heritage Club at Bethpage|Tillinghast Reception Room| - 99 Quaker Meeting House Road | Farmingdale, NY 11735
09
Jun
Tue ⋅ 7:30am - 9:00am (MST)
Cultivate (Inside the Bond Building) 3200 E Camelback Rd., Phoenix, AZ 85028
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
09
Jun
Tue ⋅ 10:00am - 11:00am (EDT)
3350 Peachtree Conference Center 3350 Peachtree Road NE (2nd floor conference room), Atlanta, GA 30326
09
Jun
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
09
Jun
Tue ⋅ 11:00am - 12:00pm (EDT)
Virtual at 11 AM ET - we'll send the Zoom link once you register
16
Jun
Virtual access
Tue ⋅ 9:00am - 10:00am (EDT)
Virtual - Connection details will be sent prior to the session.
17
Jun
Wed ⋅ 7:45am - 9:15am (EDT)
Armanino | 1600 Market Street, 2nd Floor | Philadelphia, PA 19103
23
Jun
Virtual access
Tue ⋅ 4:00pm - 5:15pm (EDT)
Virtual on Zoom - you'll receive a Zoom link to access the program
24
Jun
Virtual access
Wed ⋅ 10:50am - 11:30am (EDT)
Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
24
Jun
Wed ⋅ 11:30am - 1:00pm (HST)
Accuity Advisors | (NEW location) 12th floor | American Savings Bank Building (1001 Bishop Street, Honolulu, HI 96813) - PLEASE NOTE: PARKING WILL NOT BE VALIDATED
25
Jun
Thu ⋅ 7:30am - 9:30am (CDT)
Land & Lake Restaurant - Rosemont 6600 Mannheim Rd. Rosemont, IL 60018
25
Jun
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
30
Jun
Virtual access
Tue ⋅ 12:00am - 11:30pm (EDT)
Your Group Leader Will Reach Out to Set a Date / Time
30
Jun
Virtual access
Tue ⋅ 3:00pm - 4:00pm (EDT)
Virtual - Connection details will be sent once you register
07
Jul
Tue ⋅ 4:30pm - 7:00pm (PDT)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
07
Jul
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
09
Jul
Thu ⋅ 7:30am - 9:30am (EDT)
Tower Club | 8000 Towers Crescent, Dr Suite 1700 | Vienna, VA 22182
23
Jul
Thu ⋅ 7:30am - 9:00am (CDT)
Land & Lake Restaurant - Rosemont 6600 Mannheim Rd. Rosemont, IL 60018
23
Jul
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
04
Aug
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
11
Aug
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
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.
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)
Bernstein Private Wealth Management 555 California Street, Suite 4400 San Francisco, CA 94104
01
Sep
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
08
Sep
Tue ⋅ 11:00am - 1:00pm (EDT)
The Buckhead Club 3344 Peachtree Rd NE suite 2600, Atlanta, GA 30326, USA
16
Sep
Wed ⋅ 3:00pm - 5:00pm (EDT)
Capitol Towers Training Center | 4250 Congress Street, Suite 150 | Charlotte, NC 28209
24
Sep
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
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
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
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
Virtual access
Thu ⋅ 9:30am - 10:30am (EDT)
Virtual - Connection details will be sent prior to the session.
01
Dec
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
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
02
Feb
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
02
Mar
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
06
Apr
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
04
May
Tue ⋅ 4:30pm - 6:30pm (EDT)
Carolina Ale House-Brier Creek | 7981 Skyland Ridge Pkwy | Raleigh, NC 27617
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