KMPG Conference Center
345 Park Avenue, New York City, NY
WEDNESDAY, JANUARY 29, 2020 1:30 PM - 7:00 PM
Ramsey W. Goodrich - Tri-State Chairman
Michael Clear - XPX Fairfield Connecticut County President
John Dowd - XPX New Jersey President
Diane Johnston - XPX Long Island President
Allan Tepper - XPX New York President
Steven Pappas - XPX Hartford Connecticut President
Andrew Koutroumanis - Summit Host & TriState Member
David Krietzberg - New Jersey Member
George Likourezos - Long Island Member
Gary Occhipinti - Long Island Member
Jeffrey Rogoff - Tri-State Member
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.