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   GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange Fairfield County Chapter holds events throughout the Fairfield County. 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

View our full Tri-State Calendar for additional events in Hartford CT as well as New York and New Jersey.

Upcoming events

    • March 27, 2024
    • 10:50 AM - 11:30 AM
    • 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!  


    • March 28, 2024
    • 5:30 PM - 7:30 PM
    • Pickleball America, 140 Atlantic Street, Stamford, CT 06901
    • 11
    Register

    Registration is capped at 60!
    First come, First serve.

        

    Here is your chance to be part of the Pickleball revolution in the US. Whether you are a first-time player or a seasoned veteran, come experience the sport sweeping across America. Join us for a night of networking, dinner and drinks, pickleball coaches, a lot of first-time laughs and expert competition - All are welcome to this joint XPX Tri-State and ACG CT event. Come ready to maximize your networking opportunities.

    Registration Fees:

    XPX Tri-State Chapter Members: $100
    ACG Members $100.00
    Non Members $125.00

    Includes heavy appetizers and open bar.

    • April 11, 2024
    • 9:55 AM - 11:00 AM
    • Virtual - you'll receive login info upon registration
    Register

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations more broadly across our full network. This program is a supplement to your local XPX Chapter programming. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country.

    Here's how the Power Networking works:

    • Join the Zoom session promptly  (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!

    If you have any questions, please email us.

    Effective this month, we are implementing a small fee for this valuable members-only benefit. You'll meet members from across our 20-chapter community. Pricing each month will depend on the type and depth of the networking program. This month's fee will be $15.00 (like most XPX event fees, refundable with 72-hour notice). This is part of a process to continue to build greater and greater value in our cross-chapter opportunities. We welcome your participation and feedback.

    XPX Global, LLC


    • April 16, 2024
    • 4:55 PM - 6:00 PM
    • Virtual - you'll receive login info upon registration
    Register

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations more broadly across our full network. This program is a supplement to your local XPX Chapter programming. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country.

    Here's how the Power Networking works:

    • Join the Zoom session promptly  (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!

    If you have any questions, please email us.

    Effective this month, we are implementing a small fee for this valuable members-only benefit. You'll meet members from across our 20-chapter community. Pricing each month will depend on the type and depth of the networking program. This month's fee will be $15.00 (like most XPX event fees, refundable with 72-hour notice). This is part of a process to continue to build greater and greater value in our cross-chapter opportunities. We welcome your participation and feedback.

    XPX Global, LLC


    • May 06, 2024
    • 9:30 AM - 6:30 PM
    • The Farms Country Club, 180 Cheshire Road, Wallingford, CT

    Great news! In the spirit of collaboration, XPX members are invited to join the CTTMA Annual Charity Golf Outing & Clinic.

    When: Monday May 6 th from 9:30 a.m. to 6:30 p.m.

    Where: The Farms Country Club, 180 Cheshire Road, Wallingford, CT

    Golfers and non-golfers are all welcome. Choose from three programs: 1) 18 holes of Golf 2) Golf Clinic  and Course Play 3) Cocktail Reception / Dinner and Networking.

    Click on the CTTMA link to view all program details and register for the event.

    The registration link is: https://my.turnaround.org/Events/Calendar-Of-Events/Meeting-Home-Page?meetingid=%7b52B72CCA-26BB-EE11-A569-000D3A170CF8%7d


    Don’t miss this opportunity to expand your network and work on your golf game!

    Thank you,

    XPX Fairfield CT  & Hartford CT Chapters


    OUR 2024 CHARITY RECIPIENT | THE LEGACY FOUNDATION

    The Legacy Foundation is a venture philanthropy focused on addressing disparities in health and education with a specific emphasis on the most economically and educationally challenged areas of Hartford, CT. Legacy focuses on investing in and developing programs that create opportunities for the most under-served demographic among us. The Legacy Foundation believes that Talent is Universal, Opportunities are Not! Click to learn more about The Legacy Foundation.

Past events

March 14, 2024 XPX Members Only Cross-Chapter Power Networking (virtual)
February 28, 2024 XPX - Making the Most of Your Membership
February 21, 2024 XPX Fairfield County CT - SOLD OUT! Annual Joint Event with XPX & ACG CT: A Business Exit: From the Business Owner's Perspective
February 15, 2024 XPX Members Only Cross-Chapter Power Networking (NEW FORMAT this month)
January 24, 2024 XPX - Making the Most of Your Membership
January 24, 2024 XPX Fairfield County CT: ALL THINGS INSURANCE...and how it effects VALUATIONS and the END GAME
January 16, 2024 XPX Members Only Cross-Chapter Power Networking (virtual)
January 11, 2024 XPX Members Only Cross-Chapter Power Networking (virtual)
December 20, 2023 XPX - Making the Most of Your Membership
December 12, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
December 07, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
December 04, 2023 XPX Fairfield County CT: Sip, Celebrate and Participate in the Great Holiday Give Back!
November 22, 2023 XPX - Making the Most of Your Membership
November 20, 2023 XPX CT 13th Annual Economic Forum | Keynote CT Governor Ned Lamont
November 14, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
November 09, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
October 26, 2023 XPX Fairfield County CT: Practical ways to use AI in your business to produce real "alpha"
October 25, 2023 XPX - Making the Most of Your Membership
October 10, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
October 05, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
September 27, 2023 XPX - Making the Most of Your Membership
September 21, 2023 XPX Fairfield County CT: State of the Exit Markets – What’s Ahead for 2023 & Beyond
September 12, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
September 07, 2023 XPX Members Only Cross-Chapter Power Networking (virtual)
August 23, 2023 XPX - Making the Most of Your Membership
July 26, 2023 XPX Hartford CT- 6th Annual XPX Hartford & ACG CT - Beer & BBQ Party
July 26, 2023 XPX - Making the Most of Your Membership
July 18, 2023 XPX Next 2023 Virtual Conference
June 28, 2023 XPX - Making the Most of Your Membership
June 13, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
June 08, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
June 07, 2023 XPX Fairfield County CT: How to Turn Your Biggest Losers into Winners
May 24, 2023 XPX - Making the Most of Your Membership
May 16, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
May 10, 2023 XPX Fairfield County CT: Transform your clients business into one that is BOUGHT and not just SOLD
May 02, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
April 26, 2023 XPX - Making the Most of Your Membership
April 19, 2023 XPX Fairfield County CT: What would a ban on non-competes mean for your clients and the M&A ecosystem
April 11, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
April 06, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
March 22, 2023 XPX - Making the Most of Your Membership
March 16, 2023 XPX Tri-State Chapters 2023 Summit: Turbulence Ahead in 2023…Navigating to a Safe Landing
March 13, 2023 NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)
March 13, 2023 XPX Members Only Cross-Chapter Power Networking (virtual meeting)
February 22, 2023 XPX - Making the Most of Your Membership
February 13, 2023 NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)
February 09, 2023 XPX Fairfield County CT: Annual Joint Event with XPX ACG CT - The Dreaded Valuation Calculation - How to Get the Best Valuation For Your Clients
February 09, 2023 NEW FORMAT! XPX Members Only Cross-Chapter Power Networking (scheduled virtual meeting)
January 25, 2023 XPX - Making the Most of Your Membership
January 18, 2023 XPX Fairfield County CT: Tax-Advantaged Exits? Find Out What's Possible For Your Clients
January 01, 2023 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS JANUARY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY
December 28, 2022 XPX - Making the Most of Your Membership
December 07, 2022 XPX Fairfield County CT: Cheers & Beers and the Great Holiday Give Back
December 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS DECEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN DECEMBER
November 23, 2022 XPX - Making the Most of Your Membership
November 21, 2022 XPX CT 12th Annual Economic Forum | Keynote CT Governor Ned Lamont
November 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS NOVEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN NOVEMBER
October 26, 2022 XPX - Making the Most of Your Membership
October 19, 2022 XPX Fairfield County CT: Back to the Office – Who’s in and Who’s Out? (In-Person Event)
October 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS OCTOBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN OCTOBER
September 28, 2022 XPX - Making the Most of Your Membership
September 21, 2022 XPX Fairfield County CT In Person Event: State of the Exit Markets
September 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS SEPTEMBER 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN SEPTEMBER
August 24, 2022 XPX - Making the Most of Your Membership
August 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP (ONLINE) IS AUGUST 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN AUGUST
July 27, 2022 XPX Hartford CT- 5th Annual XPX Hartford & ACG CT - Beer & BBQ Party
July 27, 2022 XPX - Making the Most of Your Membership
July 20, 2022 XPX Fairfield: Closing Cocktail Party
July 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JULY 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JULY
June 29, 2022 XPX CT: Fairfield & Hartford Chapters: What do you do with the money? Making the Transition from Business Owner to Wealth Owner
June 22, 2022 XPX - Making the Most of Your Membership
June 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JUNE 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JUNE
May 25, 2022 XPX - Making the Most of Your Membership
May 24, 2022 XPX CT: Fairfield & Hartford Chapter Joint Social Event: Collaboration – A deep dive (In-Person)
May 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS May 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN MAY
April 29, 2022 XPX CT Fairfield (In-Person) - Retaining the Talent Through and Beyond the Exit
April 27, 2022 XPX - Making the Most of Your Membership
April 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS APRIL 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN APRIL
March 31, 2022 XPX CT Social at the Brewery (In-Person)
March 29, 2022 Informed Inclusion: Our personal practices and principles
March 23, 2022 XPX - Making the Most of Your Membership
March 16, 2022 XPX Tri-State – Virtual Summit: Three Lenses of the Deal
March 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS MARCH. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN MARCH
February 23, 2022 XPX - Making the Most of Your Membership
February 11, 2022 XPX CT / ACG CT Annual Joint Breakfast Meeting (Virtual)
February 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS FEB. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN FEBRUARY
January 26, 2022 XPX - Making the Most of Your Membership
January 25, 2022 Informed Inclusion Book Club: Applying lessons learned
January 21, 2022 XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Valuations
January 01, 2022 Cross-Chapter (All XPX Members) DEADLINE TO SIGN UP IS JAN. 1st FOR POWER OF 5 NETWORKING SESSIONS HELD IN JANUARY
December 22, 2021 XPX - Making the Most of Your Membership
December 17, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Owner’s Sounding Board
December 14, 2021 Informed Inclusion Book Club: All In
December 01, 2021 Cross-Chapter (All XPX Members) Signup deadline for member power networking - December
November 24, 2021 XPX - Making the Most of Your Membership
November 22, 2021 XPX CT 11th Annual Economic Forum | Keynote CT Governor Ned Lamont
November 16, 2021 Informed Inclusion Book Club: Hood Feminism
November 11, 2021 XPX Tri-State Chapters: Keynote Speaker - Denise Logan, Author of The Seller’s Journey
November 01, 2021 Cross-Chapter (All XPX Members) Signup deadline for member power networking - November
October 27, 2021 XPX - Making the Most of Your Membership
October 26, 2021 Informed Inclusion Book Club: An Indigenous Peoples' History of the United States
October 22, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event (Virtual) - Playing Offense and Defense in the War for Talent
October 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - October
September 24, 2021 XPX Fairfield County: State of the Exit Markets (Virtual)
September 22, 2021 XPX - Making the Most of Your Membership
September 02, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - September
August 25, 2021 XPX Orientation
August 24, 2021 Website Visibility - Training and Troubleshooting
August 02, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - August
July 28, 2021 XPX Orientation
July 21, 2021 XPX Fairfield: Closing Cocktail Party
July 01, 2021 All XPX - Member Cross-Chapter Signup deadline for member power networking - July
June 30, 2021 XPX Orientation
June 18, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Rainmaking and Growing Business Using Zoom
June 02, 2021 XPX Global - Member Cross-Chapter Signup deadline for member power networking - June
May 26, 2021 XPX Orientation
May 01, 2021 XPX Members - Cross-Chapter Signup deadline for member power networking
April 28, 2021 XPX Orientation
April 23, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Avoiding Last-Minute Blow-ups: How to Emotionally Prepare Key Stakeholders for a Successful Transition
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 19, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Fine Print - The deal’s not done until the paperwork is finished
March 17, 2021 XPX Orientation
February 17, 2021 XPX Orientation
February 05, 2021 XPX CT / ACG CT Annual Joint Breakfast Meeting
February 01, 2021 XPX Connecticut Chapters Power of 5, February Session
January 22, 2021 XPX CT: Fairfield & Hartford Chapter Joint Event: Was It Something I Said?
January 20, 2021 XPX Orientation
January 08, 2021 XPX Members - January Cross-Chapter Power Networking Options
January 01, 2021 XPX Connecticut Chapters Power of 5, January Session
December 17, 2020 XPX CT: Fairfield and Hartford Chapter Holiday Joint Event
December 16, 2020 XPX Orientation
December 01, 2020 XPX Members - December Cross-Chapter Power Networking
November 23, 2020 XPX CT 10th Annual Economic Forum | Keynote CT Governor Ned Lamont
November 18, 2020 XPX Orientation
November 17, 2020 XPX Tri-State Post Election Deep Dive
November 01, 2020 XPX Connecticut Chapters Power of 5, November Session
October 23, 2020 XPX Fairfield & Hartford Joint Meeting: Case Study – Preparing Companies for the Exit: Getting the financial house in order
October 21, 2020 XPX Orientation
October 01, 2020 XPX Connecticut October Session Power of 5
September 25, 2020 XPX Fairfield - Where Are We Now? Advising Clients in the New Normal
September 16, 2020 XPX Orientation
September 01, 2020 XPX Connecticut September Session Power of 5
August 19, 2020 XPX Orientation
July 27, 2020 XPX CONNECTICUT VIRTUAL SUMMIT WEEK: July 27 - July 30, 2020
July 22, 2020 3rd Annual XPX CT & ACG CT - Beer Tasting!
July 15, 2020 XPX Orientation
July 01, 2020 XPX Connecticut July Session Power of 5
June 19, 2020 XPX Fairfield & Hartford Joint Meeting - Repositioning for the Future: Preparing to Emerge Stronger in the Post-Covid World
June 17, 2020 XPX Orientation
May 20, 2020 XPX Orientation
May 15, 2020 XPX Fairfield & Hartford Joint Meeting - Business Valuations in the Post-Covid World
April 29, 2020 XPX Advisor Exchange - EBITDAC, Disruption and Hiring Remotely
April 22, 2020 XPX Advisor Exchange
April 17, 2020 Virtual Event - XPX Fairfield - Covid-19: Reassessing the Exit Planning Environment
April 15, 2020 XPX Advisor Exchange - Supply Chains, Presenting Remotely and Business Value
April 15, 2020 XPX New Member Orientation
April 08, 2020 XPX Advisor Exchange - How to have difficult conversations
April 01, 2020 XPX Advisor Exchange - M&A, Employment law, Healthcare, Courage
March 25, 2020 XPX Advisor Forum
March 18, 2020 Virtual Meeting on Virtual Meetings
March 18, 2020 XPX New Member Orientation
February 19, 2020 XPX New Member Orientation
February 07, 2020 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 29, 2020 XPX TRI-STATE SUMMIT 2020 | NEW YORK CITY
January 15, 2020 XPX New Member Orientation
December 20, 2019 XPX Fairfield - Growth Strategies: Dealing with Disruption, Distraction and Division
December 18, 2019 XPX New Member Orientation
November 25, 2019 9th Annual CT Economic Forum | Keynote CT Governor Ned Lamont
November 15, 2019 XPX Fairfield - The Deal closed so what’s next? – Owner considerations for life after the transaction (management transition plan, owner legacy, charity)
November 13, 2019 XPX New Member Orientation
October 18, 2019 XPX Fairfield - Lamentations of Labor, Employment and Benefits Attorneys in the World of M&A
September 20, 2019 XPX Fairfield - The PE Playbook – How Investors Grow the Top and Bottom Line
July 17, 2019 XPX Fairfield: Closing Cocktail Party
June 21, 2019 XPX Fairfield - Building the Perfect Advisory Team
May 17, 2019 XPX Fairfield - Navigating the Digital Marketing Maze – How Advisors can Grow Their Professional Practice
April 12, 2019 XPX Fairfield - Transitioning to Insiders – Family Business Planning and Continuity
March 15, 2019 XPX Fairfield - Recapitalization as an Alternative to Selling
February 01, 2019 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting: A Different Perspective on Exit Planning
January 18, 2019 XPX Fairfield - It's all about the people - How to enhance the management team
December 14, 2018 XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners
November 19, 2018 8th Annual CT Economic Forum | Presented by XPX CT, CTTMA & ACG CT
November 16, 2018 XPX Fairfield - Building the Perfect Advisory Team
October 19, 2018 XPX Fairfield -Defining Success: Exploring Owner Objectives with a Transition
September 21, 2018 XPX Fairfield - Current State of Capital Markets and Financing Options
July 18, 2018 XPX Fairfield: Closing Cocktail Party
May 18, 2018 XPX Fairfield - Tricks of the Trade from Investment Bankers
April 20, 2018 XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
March 16, 2018 XPX Fairfield - B2B Revenue Growth thru Social Media
February 02, 2018 XPX Fairfield - Joint Event with ACG CT Breakfast Meeting
January 19, 2018 XPX Fairfield - Operational Efficiencies
January 09, 2018 XPX Tri-State Cocktail Networking Reception
December 15, 2017 XPX Tri-State: Fairfield County - Strategic Options: What Makes the Most Sense
November 20, 2017 7th Annual CT Economic Forum | Presented by XPX CT & CTTM & ACG CT
November 17, 2017 XPX Tri-State: Fairfield County - Business Valuations: What is the business worth? And why?
October 20, 2017 XPX Tri-State: Fairfield County - Managing Family Dynamics:
September 15, 2017 XPX Tri-State: Fairfield County Case Introduction
July 19, 2017 XPX Tri-State CT: Closing Cocktail Party
June 16, 2017 XPX Tri-State CT: Assessing Strategic Options
May 19, 2017 XPX Tri-State CT: Good Fences Make Good Neighbors
April 21, 2017 XPX Tri-State CT: Financing Growth Part 2
March 17, 2017 XPX Tri-State CT: Financing Growth Part 1
February 03, 2017 XPX Tri-State CT: Successful Exits
January 20, 2017 XPX Tri-State CT: Operations

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TESTIMONIALS

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.

Dick Albu, Albu Consulting LLC

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.

Alan Booth, Executive Leadership Advisor

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.

Michael Clear, Wiggin and Dana

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