We’re excited to announce the launch of XPX Denver, the first chapter to open in the Mountain Range. Please join us for the official launch event to learn about the group, network, and grow your professional community.
The Exit Planning Exchange is a community of diverse professional advisors collaborating to help their private company clients build business value, transfer ownership, and create a legacy of success in their lives and communities.
This is not just another networking event. Come learn more, about what the Exit Planning Exchange is, and meet it’s founding and launch team members. XPX Denver aims to promote peer learning, networking, partnership referrals and create visibility in the private company advisor community. Come and learn what makes XPX different then other professional networking groups.
Our Speaker:
Sean Sullivan
Investment Specialist
Bernstein Private Wealth
Sean Sullivan is an Investment Strategist based out of Bernstein’s Denver office. He is a member of the Investment & Wealth Strategies group, and partners with Advisors, clients, and other professional partners on asset allocation, investment, and risk management solutions. Additionally, he serves on the firm’s asset allocation committee for insurance dedicated funds. Prior to his current role, Sean was an Associate Director in Bernstein’s Wealth Strategies group, where he researched and advised on complex trust, tax, and estate planning techniques. Sean has published several articles on cutting-edge income and estate planning strategies for professional journals and other industry publications. Sean graduated, cum laude, from Georgetown University with a double major in Finance and Accounting. Sean is a CFA charterholder and a Chartered Alternative Investment Analyst professional. He lives in Denver and enjoys exploring Colorado with his wife and friends.
Agenda:
5:30-6:00 – Arrival, mingle, grab food
6:00-6:20 – About XPX and Membership
6:20-7:05 – Guest Speaker
7:05-7:30 – Networking
Event Registration:
XPX Denver Members: $0
Non-Members: $0
Food and beverages will be provided. There is no charge for this event but registration is required for for catering planning.
