KMPG Conference Center
345 Park Avenue, New York City, NY
WEDNESDAY, JANUARY 29, 2020 1:30 PM - 7:00 PM
Keynote Speaker: Jeff Mortimer, BNY Mellon Wealth Management
Panel 1 : Growth
Panel 2: Transfer
Panel 3 : Life and Legacy
No refunds or credits will be given for cancellations.
Tables provided on a first come, first served basis. Reserve yours now to make sure you start the year off right with for your clients and for your business.
Non XPX Sponsors
Tables are provided on a first come, first served basis. You do not need to be a member of XPX to purchase a table and attend the event. No refunds will be given for cancellations. Reserve your table now to make sure you start the year off right with for your clients and for your business. Contact Angie Ellis if you want to purchase a table at email@example.com
THANK YOU TO OUR SUMMIT SPONSORS:
Summit Host Sponsor:
Summit-Half Table Sponsors:
TRI-STATE SUMMIT SPONSORS
SUMMIT HOST SPONSOR
The most valuable part of my participation with XPX is the education about exit planning that I have received from attending meetings and from all the members. XPX is a very approachable group. Everyone is willing and interested in an exchange of ideas. I especially like the Power of Three which enables you to get to know other members better.
I really enjoy the small group interactions at XPX which is different from other organizations. I have also received an engagement from a XPX member.
XPX offers excellent content based seminars specifically geared towards professionals focusing on the sale or transition of a business. The diverse topics and membership provide strong networking opportunities. Both the targeted content and diverse membership, focusing on bringing advisors together as a team to help the client, help XPX stand out from other organizations.