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• XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities

  • When
    May 14, 2025
  •  
    8:00 AM - 10:00 AM
  • Location
    The Patterson Club 1118 Cross Hwy Fairfield, CT
  • Registered
    55 registrants

  Register

  At this joint event held with the Estate Planning Council of Lower Fairfield County, our panel of experts will discuss how to support a business owner through the planning stages of a potential business sale or transition to the next generation. All with the ultimate goal of maximizing the impact to achieve their overall and personal goals.
  
  

  Our Speakers:

  
  Jonathan L. Canestri
  UKS

  
  

  
  Chris Michelsen
  Strategic Family Capital

  
  

  AGENDA:

  8:00 – 8:30 Breakfast
  8:30 – 9:30 Program
  9:30 – 10:00 Networking

  Registration Fees:

  XPX CT & Tri-State Members – FREE
  EPC Members- FREE- Promo Code Required.
  Contact your local Estate Planning Council Administrator go get your code.

  Non-members:

  $75.00 Early Bird (through 5/7)
  $90.00 Regular Fee
  $100.00 Onsite/Same Day

  XPX Network Chapter Members:

  $65.00 Early Bird (through 5/7)
  $75.00 Regular Fee
  $85.00 Onsite/Same Day

  Includes breakfast.

  Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

  
  

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• XPX - Making the Most of Your Membership

  • When
    May 28, 2025
  •  
    10:50 AM - 11:30 AM
  • Location
    Virtual at 11 AM EDT - you'll receive call-in instructions upon registering

  Register

  Virtual meeting at 11 AM ET

  
  

  Welcome to XPX!

  Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

  You’ll learn:

  • Where to find the resources and information you need to be the best advisor
  • How to share content to increase your visibility in our community
  • How to add your photo and logo to your profile
  • How to maximize the effectiveness and visibility of your profile on our site
  • How to manage your profile, registrations and payments through the website

  Your guides will be Cheryl Centeno, XPX Community Manager, and Angie Ellis, XPX Chapter Administrator.

  (We hold these meetings the fourth Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!  

  
  

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• XPX Members Only Cross-Chapter Power Networking (networking led by The IEPA, virtual)

  • When
    May 29, 2025
  •  
    4:55 PM - 6:00 PM
  • Location
    Virtual - you'll receive Swapcard info to access the program
  • Registered
    21 registrants

  Register

  PLEASE NOTE: PROGRAM BEGINS AT 5PM EASTERN TIME. 

  REGISTRATION CLOSES 1 HOUR BEFORE START TIME.

  
  

  Cross-Chapter Power Networking is a great way to meet other XPX members across the country. We're excited to announce that XPX Advisor Resource Center member, John Leonetti, President of The International Exit Planning Association will be leading our networking sessions for our May program. 

  Our Cross-Chapter Power Networking sessions are now hosted on Swapcard, an event technology platform that allows attendees to engage before, during and after the event. Registration is required. First-time users will receive a Swapcard invite link closer to the event date. Within the platform, there will be a Live Session tab that will take you directly to the session on Zoom.

  Here's how the Power Networking works:

  • Join the Zoom session promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter community homepage of Swapcard. The groups get formed right on the hour!

  
  

  • During this 1-hour program, our Global team will organize three rounds of 20-minute breakout sessions
  • For each breakout session, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)

  Power Networking is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

  Important note for members who are first-time users of Swapcard: Please register by Tuesday, May 27th in order to be added to the Swapcard platform the day before the program. 

  Registration Fee: $15.00

  Event registration will close 1 hour to start time. 

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• XPX Next 2025

  • When
    July 15, 2025
  •  
    1:00 PM - 5:00 PM
  • Location
    Virtual, Swapcard login info sent prior to the event
  • Registered
    1 registrant

  Register

  
  

  

  
  

  Join Us for XPX Next 2025 on Tuesday, July 15th!
  
  

  XPX Global is excited to invite members and guests to our annual national (virtual) conference for the 3rd year in a row. Get ready for a half-day gathering of top minds and trusted collaborators from across the XPX network.

  
  

  This dynamic half day event will feature: 

  1:00 - 1:30 pm State of the Middle Market with Kim Roseler, National Center for the Middle Market. A data-driven look at the trends shaping our clients’ world.

  1:30 - 2:00 pm  Economic and Investment Outlook, Jeffrey Mortimer, Chief Investment Officer at ELYXIUM. Insights to inform advisory strategies and client planning.

  2:00 - 2:20 pm Power Networking Breakout Sessions: What's in the Future for your Practice?

  2:20 - 2:30 pm Community Updates from XPX Global Team: Where is XPX headed next?

  2:30 - 2:50 pm  John Leonetti, The International Exit Planning Association 

  2:50 - 3:20 pm   XPX Member Collaboration Stories. Real-world success stories from across our chapters. 

  3:50 - 4:20 pm Value Building 

  4:20 - 4:50 pm  Power Networking Breakout Sessions: Jumpstarting New Collaborations

  4:50 -5:00 pm Closing Remarks from XPX Global Executive Director, Mike Oleksak

  
  

  Whether you’re an XPX member or looking to join our community, this conference is your opportunity to connect and learn with other peers committed to helping private companies build and transition value. So, Mark your calendar for July 15 and stay tuned for the full agenda. We look forward to seeing you online!

  Sponsorships available for XPX Next 2025. Please contact Executive Director, Mike Oleksak at mike@exitplanningexchange.com for more info. 

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